+14,023.4%
PSA vs VSH
+1,674.8%
+12,348.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.7% | -1.9% |
| 7D | -3.7% | +4.1% | -7.7% | -4.3% |
| 30D | -7.7% | -4.2% | -3.6% | -7.4% |
| 3M | -0.6% | -50.0% | +49.4% | +8.1% |
| 6M | -0.9% | +80.2% | -81.1% | -12.3% |
| YTD | +18.7% | +121.1% | -102.4% | +1.4% |
| 1Y | +7.6% | +112.0% | -104.4% | -7.8% |
| 3Y | +23.7% | +22.5% | +1.1% | +12.1% |
| 5Y | +13.7% | +64.0% | -50.4% | -2.5% |
| 10Y | +98.9% | +170.4% | -71.5% | +50.5% |
| All | +14,023.4% | +1,674.8% | +12,348.6% | +7,339.6% |
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