+15,761.4%
PSA vs VSH
+1,531.5%
+14,229.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.8% | -8.8% | -1.3% |
| 7D | -2.1% | +12.8% | -14.8% | -4.1% |
| 30D | +16.2% | -9.0% | +25.2% | +16.7% |
| 3M | +4.3% | -12.2% | +16.5% | +4.8% |
| 6M | +9.9% | -15.9% | +25.8% | +8.3% |
| YTD | +33.3% | +103.2% | -70.0% | +13.9% |
| 1Y | +25.8% | +108.4% | -82.6% | +7.0% |
| 3Y | +54.8% | +41.6% | +13.2% | +35.6% |
| 5Y | +27.5% | +54.6% | -27.1% | +9.0% |
| 10Y | +134.5% | +138.2% | -3.7% | +78.7% |
| All | +15,761.4% | +1,531.5% | +14,229.9% | +8,254.3% |
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