+135.1%
VGT vs PSA
+13.0%
+122.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.0% | -3.6% | +2.6% | 0.0% |
| 30D | -0.4% | -9.4% | +8.9% | +2.4% |
| 3M | +6.6% | -8.2% | +14.8% | +8.8% |
| 6M | +31.0% | -1.8% | +32.9% | +30.4% |
| YTD | +27.2% | +15.7% | +11.5% | +19.6% |
| 1Y | +34.5% | +6.3% | +28.2% | +29.7% |
| 3Y | +123.1% | +21.6% | +101.6% | +97.1% |
| 5Y | +135.1% | +13.5% | +121.6% | +116.8% |
| All | +135.1% | +13.0% | +122.0% | +116.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling