+14.9%
PSA vs VYM
+77.5%
-62.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.5% |
| 3M | -7.8% | +3.1% | -10.9% | -10.3% |
| 6M | +0.8% | +9.7% | -8.9% | -7.1% |
| YTD | +16.5% | +14.9% | +1.6% | +3.2% |
| 1Y | +4.7% | +17.6% | -12.9% | -9.1% |
| 3Y | +21.1% | +65.3% | -44.3% | -22.8% |
| All | +14.9% | +77.5% | -62.6% | -28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling