+20.3%
PSA vs VEU
+72.0%
-51.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.7% |
| 7D | -3.6% | -1.9% | -1.7% | -2.6% |
| 30D | -9.4% | -0.7% | -8.7% | -9.0% |
| 3M | -8.2% | +4.9% | -13.1% | -11.2% |
| 6M | -1.8% | +9.8% | -11.7% | -8.3% |
| YTD | +15.7% | +15.3% | +0.4% | +4.3% |
| 1Y | +6.3% | +23.0% | -16.7% | -8.6% |
| All | +20.3% | +72.0% | -51.7% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling