+6.3%
PSA vs VMC
-13.8%
+20.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -3.6% | -3.7% | +0.1% | -2.6% |
| 30D | -9.4% | -12.8% | +3.4% | -5.6% |
| 3M | -8.2% | -7.9% | -0.3% | -6.0% |
| 6M | -1.8% | -7.5% | +5.7% | +0.6% |
| YTD | +15.7% | -11.6% | +27.4% | +18.7% |
| 1Y | +6.3% | -14.3% | +20.5% | +9.4% |
| All | +6.3% | -13.8% | +20.1% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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