+96.3%
VCIT vs PSA
+697.0%
-600.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +0.5% | +7.4% | -6.9% | +0.1% |
| 30D | +2.1% | +19.1% | -17.0% | +1.1% |
| 3M | -1.6% | +5.1% | -6.7% | -1.9% |
| 6M | -1.6% | +16.2% | -17.8% | -2.5% |
| YTD | -1.5% | +35.2% | -36.7% | -3.2% |
| 1Y | -0.4% | +27.1% | -27.5% | -1.8% |
| 3Y | +19.6% | +51.7% | -32.1% | +16.7% |
| 5Y | +3.3% | +31.8% | -28.5% | +1.2% |
| 10Y | +28.9% | +148.0% | -119.1% | +24.3% |
| All | +96.3% | +697.0% | -600.6% | +96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling