-3.5%
VG vs PSA
+13.4%
-17.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | -0.5% |
| 7D | -22.0% | +3.9% | -25.9% | -19.7% |
| 30D | -11.6% | +19.7% | -31.3% | -1.2% |
| 3M | -14.9% | +4.3% | -19.1% | -12.6% |
| 6M | -3.5% | +11.4% | -14.9% | +5.5% |
| All | -3.5% | +13.4% | -17.0% | +5.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling