+113.6%
PSP price history and return analytics
+360.7%
-247.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.6% |
| 7D | -2.4% | -0.7% | -1.8% | -1.7% |
| 30D | +7.4% | -1.7% | +9.2% | +9.6% |
| 3M | -4.7% | -2.3% | -2.4% | -2.1% |
| 6M | +1.3% | +1.5% | -0.2% | -0.6% |
| YTD | -7.1% | +12.0% | -19.2% | -18.9% |
| 1Y | -4.2% | +12.9% | -17.1% | -17.1% |
| 3Y | +41.0% | +74.9% | -34.0% | -26.6% |
| 5Y | -2.8% | +59.9% | -62.7% | -42.7% |
| 10Y | +110.1% | +224.6% | -114.6% | -46.6% |
| All | +113.6% | +360.7% | -247.0% | -60.4% |
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