+484.0%
V vs PSA
+132.6%
+351.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +0.9% | -1.4% | +2.4% | +1.5% |
| 30D | +9.0% | +15.2% | -6.2% | +3.4% |
| 3M | +16.7% | +2.2% | +14.5% | +15.7% |
| 6M | +33.4% | +11.7% | +21.8% | +27.8% |
| YTD | +22.4% | +32.0% | -9.7% | +9.3% |
| 1Y | +27.7% | +26.3% | +1.4% | +15.9% |
| 3Y | +78.0% | +52.4% | +25.6% | +46.7% |
| 5Y | +108.5% | +26.3% | +82.2% | +82.5% |
| All | +484.0% | +132.6% | +351.4% | +288.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling