+800.0%
VGT vs PSA
+102.6%
+697.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.0% |
| 7D | -0.2% | -1.8% | +1.7% | +0.4% |
| 30D | -0.4% | -8.4% | +7.9% | +2.4% |
| 3M | +4.4% | -7.8% | +12.3% | +6.8% |
| 6M | +32.1% | +0.8% | +31.3% | +30.5% |
| YTD | +28.8% | +16.5% | +12.3% | +20.5% |
| 1Y | +35.3% | +4.7% | +30.6% | +31.2% |
| 3Y | +124.8% | +21.1% | +103.7% | +101.1% |
| 5Y | +137.9% | +14.2% | +123.7% | +115.8% |
| All | +800.0% | +102.6% | +697.4% | +551.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling