+29.3%
PSA vs VIVK
-100.0%
+129.3%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -27.5% | +30.3% | +3.0% |
| 7D | +10.5% | -68.7% | +79.2% | +11.3% |
| 30D | +21.7% | -90.0% | +111.7% | +23.4% |
| 3M | +6.1% | -98.1% | +104.1% | +8.8% |
| 6M | +18.3% | -99.9% | +118.2% | +24.0% |
| YTD | +36.1% | -99.9% | +136.0% | +41.3% |
| 1Y | +29.3% | -100.0% | +129.3% | +39.9% |
| All | +29.3% | -100.0% | +129.3% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 1y: compounded portfolio wealth divided by compounded VIVK 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…
1y analysis · Full analysis span regression · 6 months rolling