+53.8%
PSA vs VMC
+37.8%
+16.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | +0.2% |
| 7D | -2.1% | -4.3% | +2.2% | -0.9% |
| 30D | +16.2% | +16.2% | 0.0% | +11.5% |
| 3M | +4.3% | -0.8% | +5.2% | +4.3% |
| 6M | +9.9% | +1.2% | +8.7% | +9.1% |
| YTD | +33.3% | +0.5% | +32.8% | +31.9% |
| 1Y | +25.8% | -2.9% | +28.7% | +25.5% |
| All | +53.8% | +37.8% | +16.0% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling