+172.5%
VEA vs PSA
+748.8%
-576.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +1.9% | -0.4% | +2.3% | +2.0% |
| 30D | +0.8% | -8.2% | +8.9% | +4.0% |
| 3M | +5.7% | -2.1% | +7.8% | +6.1% |
| 6M | +13.3% | -0.2% | +13.5% | +12.7% |
| YTD | +18.4% | +18.5% | -0.1% | +10.1% |
| 1Y | +27.0% | +6.6% | +20.4% | +22.7% |
| 3Y | +79.3% | +24.5% | +54.8% | +60.5% |
| 5Y | +62.1% | +13.6% | +48.5% | +47.3% |
| 10Y | +160.3% | +102.0% | +58.3% | +79.8% |
| All | +172.5% | +748.8% | -576.3% | -4.3% |
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