+113.1%
PSP price history and return analytics
+223.7%
-110.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +0.8% |
| 7D | +1.1% | +0.4% | +0.7% | +0.7% |
| 30D | +7.9% | -2.6% | +10.5% | +11.2% |
| 3M | -2.8% | -3.2% | +0.4% | +0.9% |
| 6M | +0.8% | +0.9% | -0.2% | -0.4% |
| YTD | -6.4% | +11.3% | -17.7% | -17.2% |
| 1Y | -2.5% | +14.0% | -16.5% | -16.1% |
| 3Y | +43.5% | +75.8% | -32.4% | -23.7% |
| 5Y | -2.7% | +57.8% | -60.5% | -41.2% |
| 10Y | +113.1% | +219.8% | -106.7% | -34.7% |
| All | +113.1% | +223.7% | -110.6% | -34.7% |
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