+1,181.6%
PSA vs VNQ
+386.3%
+795.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | 0.0% |
| 7D | -1.8% | -1.3% | -0.6% | -0.7% |
| 30D | -8.4% | -2.6% | -5.8% | -6.1% |
| 3M | -7.8% | -2.0% | -5.8% | -6.1% |
| 6M | +0.8% | +4.3% | -3.5% | -2.7% |
| YTD | +16.5% | +9.2% | +7.3% | +8.0% |
| 1Y | +4.7% | +5.6% | -0.9% | 0.0% |
| 3Y | +21.1% | +30.8% | -9.8% | -4.2% |
| 5Y | +14.2% | +8.0% | +6.2% | +7.0% |
| 10Y | +102.6% | +63.7% | +38.9% | +23.1% |
| All | +1,181.6% | +386.3% | +795.4% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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