+99.2%
PSA vs VO
+197.9%
-98.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.6% |
| 7D | -3.6% | -2.5% | -1.2% | -2.2% |
| 30D | -9.4% | -3.2% | -6.1% | -7.6% |
| 3M | -8.2% | +3.9% | -12.1% | -10.4% |
| 6M | -1.8% | +9.6% | -11.5% | -7.2% |
| YTD | +15.7% | +11.6% | +4.2% | +8.4% |
| 1Y | +6.3% | +12.6% | -6.3% | -1.1% |
| 3Y | +21.6% | +55.4% | -33.8% | -6.6% |
| 5Y | +13.5% | +41.8% | -28.4% | -9.3% |
| All | +99.2% | +197.9% | -98.7% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling