+15,613.1%
PSA vs VSH
+1,390.4%
+14,222.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | +0.4% |
| 7D | -1.4% | +14.3% | -15.8% | -3.5% |
| 30D | +15.2% | -7.9% | +23.0% | +15.5% |
| 3M | +2.2% | -19.9% | +22.1% | +4.0% |
| 6M | +11.7% | -30.5% | +42.2% | +13.4% |
| YTD | +32.0% | +85.7% | -53.6% | +14.2% |
| 1Y | +26.3% | +98.9% | -72.7% | +8.0% |
| 3Y | +52.4% | +32.1% | +20.3% | +34.7% |
| 5Y | +26.3% | +39.7% | -13.4% | +9.5% |
| 10Y | +132.3% | +117.6% | +14.8% | +79.3% |
| All | +15,613.1% | +1,390.4% | +14,222.6% | +8,281.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling