+30.4%
PSA vs VT
+53.4%
-23.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +3.9% | -2.3% | +6.2% | +5.4% |
| 30D | +19.7% | -5.0% | +24.6% | +23.4% |
| 3M | +4.3% | -4.9% | +9.1% | +7.4% |
| 6M | +11.4% | -1.5% | +12.9% | +11.7% |
| YTD | +33.9% | +8.5% | +25.5% | +25.8% |
| 1Y | +28.3% | +11.4% | +16.9% | +18.3% |
| 3Y | +53.5% | +70.1% | -16.6% | +3.7% |
| All | +30.4% | +53.4% | -23.0% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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