+29.3%
V vs PSA
+28.0%
+1.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +3.2% |
| 7D | +9.0% | +10.5% | -1.6% | +6.7% |
| 30D | +18.1% | +21.7% | -3.6% | +13.6% |
| 3M | +18.3% | +6.1% | +12.3% | +16.5% |
| 6M | +34.1% | +18.3% | +15.8% | +30.6% |
| YTD | +25.2% | +36.1% | -10.8% | +17.2% |
| 1Y | +29.3% | +29.3% | 0.0% | +22.7% |
| All | +29.3% | +28.0% | +1.3% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 1y: compounded portfolio wealth divided by compounded PSA 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…
1y analysis · Full analysis span regression · 6 months rolling