+3.5%
VCIT vs PSA
+30.3%
-26.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | +0.1% | +3.9% | -3.8% | -0.3% |
| 30D | +1.9% | +19.7% | -17.8% | 0.0% |
| 3M | -1.4% | +4.3% | -5.7% | -1.9% |
| 6M | -2.1% | +11.4% | -13.5% | -3.4% |
| YTD | -1.6% | +33.9% | -35.6% | -5.0% |
| 1Y | -0.9% | +28.3% | -29.2% | -3.9% |
| 3Y | +20.0% | +53.5% | -33.5% | +13.5% |
| All | +3.5% | +30.3% | -26.9% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling