+107.9%
PSP price history and return analytics
+221.8%
-113.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +1.5% | +2.4% | -0.9% | -1.1% |
| 30D | +7.9% | -1.5% | +9.4% | +9.7% |
| 3M | -7.5% | -4.1% | -3.4% | -3.0% |
| 6M | +1.3% | +0.6% | +0.8% | +0.6% |
| YTD | -8.4% | +11.0% | -19.5% | -18.8% |
| 1Y | -3.6% | +13.3% | -16.9% | -16.5% |
| 3Y | +39.2% | +73.4% | -34.2% | -24.8% |
| 5Y | -5.1% | +57.4% | -62.6% | -42.5% |
| All | +107.9% | +221.8% | -113.9% | -37.1% |
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