+107.7%
PSP price history and return analytics
+221.4%
-113.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | -0.1% | +1.0% | -1.1% | -1.2% |
| 30D | -2.1% | -0.2% | -1.9% | -1.8% |
| 3M | +9.3% | +4.5% | +4.8% | +3.9% |
| 6M | +8.0% | +14.1% | -6.0% | -7.1% |
| YTD | -5.7% | +14.8% | -20.5% | -19.4% |
| 1Y | -7.9% | +21.2% | -29.1% | -26.0% |
| 3Y | +40.7% | +76.6% | -35.9% | -25.3% |
| 5Y | +0.3% | +66.6% | -66.3% | -42.6% |
| 10Y | +107.7% | +222.3% | -114.5% | -36.3% |
| All | +107.7% | +221.4% | -113.7% | -36.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling