+15,761.4%
PSA vs VMC
+3,530.3%
+12,231.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | +0.3% |
| 7D | -2.1% | -4.3% | +2.2% | -0.7% |
| 30D | +16.2% | +16.2% | 0.0% | +10.8% |
| 3M | +4.3% | -0.8% | +5.2% | +4.4% |
| 6M | +9.9% | +1.2% | +8.7% | +9.0% |
| YTD | +33.3% | +0.5% | +32.8% | +31.9% |
| 1Y | +25.8% | -2.9% | +28.7% | +25.8% |
| 3Y | +54.8% | +37.3% | +17.4% | +36.7% |
| 5Y | +27.5% | +48.8% | -21.3% | +8.4% |
| 10Y | +134.5% | +131.4% | +3.1% | +59.2% |
| All | +15,761.4% | +3,530.3% | +12,231.1% | +6,571.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling