+2,263.1%
VGT vs PSA
+1,317.0%
+946.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | +1.8% | -0.4% | +2.2% | +2.0% |
| 30D | -0.3% | -8.2% | +7.8% | +2.7% |
| 3M | +3.4% | -2.1% | +5.5% | +3.6% |
| 6M | +35.0% | -0.2% | +35.2% | +34.0% |
| YTD | +28.8% | +18.5% | +10.3% | +19.6% |
| 1Y | +38.0% | +6.6% | +31.4% | +32.9% |
| 3Y | +125.8% | +24.5% | +101.3% | +101.1% |
| 5Y | +134.7% | +13.6% | +121.1% | +114.1% |
| 10Y | +792.6% | +102.0% | +690.6% | +537.5% |
| All | +2,263.1% | +1,317.0% | +946.1% | +709.8% |
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 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