+26.2%
PSA vs VSH
+97.1%
-71.0%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | -0.7% |
| 7D | -2.1% | +26.2% | -28.3% | -2.0% |
| 30D | +15.6% | -12.5% | +28.1% | +15.7% |
| 3M | +4.1% | -16.9% | +21.0% | +4.2% |
| 6M | +9.2% | -17.0% | +26.2% | +4.6% |
| YTD | +32.3% | +93.8% | -61.5% | +6.1% |
| 1Y | +26.2% | +99.3% | -73.2% | +0.1% |
| All | +26.2% | +97.1% | -71.0% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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