+69.5%
VG vs PSA
+27.1%
+42.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | +5.5% | -2.1% | +7.6% | +4.1% |
| 30D | -3.6% | +16.2% | -19.8% | +6.0% |
| 3M | -4.0% | +4.3% | -8.3% | -1.0% |
| 6M | +9.4% | +9.9% | -0.5% | +17.7% |
| YTD | +86.6% | +33.3% | +53.4% | +103.9% |
| 1Y | +69.5% | +25.8% | +43.7% | +86.1% |
| All | +69.5% | +27.1% | +42.4% | +86.1% |
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