+29.3%
VEA vs PSA
+7.3%
+22.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.7% | +0.7% |
| 7D | +1.0% | -3.7% | +4.6% | +1.8% |
| 30D | +1.9% | -7.7% | +9.7% | +3.7% |
| 3M | +3.2% | -0.6% | +3.8% | +2.4% |
| 6M | +10.2% | -0.9% | +11.1% | +7.8% |
| YTD | +18.9% | +18.7% | +0.2% | +12.3% |
| 1Y | +29.3% | +7.6% | +21.7% | +24.1% |
| All | +29.3% | +7.3% | +22.1% | +24.1% |
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 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