+21.1%
PSA vs VYM
+65.1%
-44.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | 0.0% |
| 7D | -1.8% | -0.8% | -1.0% | -1.1% |
| 30D | -8.4% | -2.2% | -6.1% | -6.4% |
| 3M | -7.8% | +3.1% | -10.9% | -10.4% |
| 6M | +0.8% | +9.7% | -8.9% | -7.4% |
| YTD | +16.5% | +14.9% | +1.6% | +2.8% |
| 1Y | +4.7% | +17.6% | -12.9% | -9.5% |
| 3Y | +21.1% | +65.3% | -44.3% | -28.7% |
| All | +21.1% | +65.1% | -44.0% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling