+724.6%
PSA vs VT
+345.0%
+379.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +2.9% |
| 7D | +7.4% | -4.2% | +11.6% | +11.3% |
| 30D | +19.1% | -5.8% | +24.9% | +25.1% |
| 3M | +5.1% | -5.2% | +10.3% | +9.8% |
| 6M | +16.2% | +0.1% | +16.1% | +15.0% |
| YTD | +35.2% | +8.2% | +26.9% | +24.9% |
| 1Y | +27.1% | +10.1% | +17.0% | +15.6% |
| 3Y | +51.7% | +69.7% | -17.9% | -7.3% |
| 5Y | +31.8% | +53.4% | -21.6% | -12.9% |
| 10Y | +148.0% | +219.2% | -71.2% | -25.3% |
| All | +724.6% | +345.0% | +379.6% | +77.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling