+13.1%
PSA vs VSH
+67.3%
-54.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.4% |
| 7D | -2.2% | +3.5% | -5.8% | -2.6% |
| 30D | -9.6% | -4.4% | -5.2% | -9.2% |
| 3M | -7.9% | -45.8% | +37.9% | -1.5% |
| 6M | -2.0% | +90.1% | -92.1% | -15.9% |
| YTD | +15.7% | +120.3% | -104.6% | -3.7% |
| 1Y | +5.8% | +112.2% | -106.5% | -11.9% |
| 3Y | +21.6% | +36.6% | -15.0% | +7.6% |
| 5Y | +13.1% | +67.0% | -53.9% | -6.2% |
| All | +13.1% | +67.3% | -54.1% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling