+522.8%
PSA vs VEU
+192.1%
+330.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.6% |
| 7D | -3.7% | +1.1% | -4.8% | -4.5% |
| 30D | -7.7% | +2.2% | -9.9% | -9.3% |
| 3M | -0.6% | +3.0% | -3.6% | -3.7% |
| 6M | -0.9% | +10.9% | -11.8% | -9.7% |
| YTD | +18.7% | +18.2% | +0.5% | +2.5% |
| 1Y | +7.6% | +28.3% | -20.6% | -13.1% |
| 3Y | +23.7% | +74.6% | -51.0% | -22.8% |
| 5Y | +13.7% | +56.4% | -42.7% | -23.6% |
| 10Y | +98.9% | +153.0% | -54.2% | -17.7% |
| All | +522.8% | +192.1% | +330.6% | +87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling