+592.9%
PSA vs VEU
+174.2%
+418.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -1.4% | +2.1% | -3.5% | -3.1% |
| 30D | +15.2% | -0.9% | +16.1% | +15.8% |
| 3M | +2.2% | -5.4% | +7.6% | +6.5% |
| 6M | +11.7% | -1.8% | +13.4% | +12.0% |
| YTD | +32.0% | +10.9% | +21.1% | +19.6% |
| 1Y | +26.3% | +13.6% | +12.7% | +12.2% |
| 3Y | +52.4% | +69.3% | -16.9% | -2.9% |
| 5Y | +26.3% | +48.1% | -21.8% | -11.4% |
| 10Y | +132.3% | +148.0% | -15.7% | -3.0% |
| All | +592.9% | +174.2% | +418.7% | +118.8% |
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