+4.6%
VCIT vs PSA
+27.5%
-22.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -0.5% | -2.1% | +1.6% | -0.3% |
| 30D | +1.5% | +16.2% | -14.8% | -0.2% |
| 3M | -1.0% | +4.3% | -5.3% | -1.5% |
| 6M | -1.7% | +9.9% | -11.5% | -2.8% |
| YTD | -1.4% | +33.3% | -34.6% | -4.7% |
| 1Y | -0.9% | +25.8% | -26.8% | -3.7% |
| 3Y | +19.8% | +54.8% | -35.0% | +13.2% |
| 5Y | +4.6% | +27.5% | -22.9% | +1.4% |
| All | +4.6% | +27.5% | -22.9% | +1.4% |
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