+172.3%
PSO price history and return analytics
+355.4%
-183.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | +1.6% | -3.1% | +4.7% | +3.9% |
| 3M | +5.6% | -3.5% | +9.1% | +8.2% |
| 6M | +16.9% | +0.5% | +16.4% | +15.5% |
| YTD | +25.9% | +10.8% | +15.2% | +15.2% |
| 1Y | +35.1% | +11.9% | +23.2% | +22.5% |
| 3Y | +54.2% | +73.0% | -18.8% | -1.5% |
| 5Y | +124.2% | +58.6% | +65.6% | +51.4% |
| 10Y | +145.3% | +219.2% | -73.9% | -7.6% |
| All | +172.3% | +355.4% | -183.1% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling