+96.4%
PSA vs ROIV
+287.3%
-191.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | 0.0% |
| 7D | +1.5% | +13.3% | -11.8% | +0.8% |
| 30D | +16.7% | +14.8% | +1.9% | +15.7% |
| 3M | +4.0% | +11.9% | -7.9% | +3.2% |
| 6M | +10.9% | +42.4% | -31.6% | +8.2% |
| YTD | +34.2% | +87.4% | -53.2% | +28.6% |
| 1Y | +26.6% | +97.2% | -70.6% | +21.0% |
| 3Y | +54.7% | +375.7% | -320.9% | +40.5% |
| 5Y | +30.0% | +379.0% | -349.0% | +13.3% |
| All | +96.4% | +287.3% | -191.0% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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