+143.6%
VLO vs PSA
+7.3%
+136.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | -0.2% |
| 7D | +5.2% | -3.7% | +8.9% | +4.5% |
| 30D | +22.6% | -7.7% | +30.3% | +20.8% |
| 3M | +43.8% | -0.6% | +44.4% | +43.5% |
| 6M | +65.7% | -0.9% | +66.7% | +68.8% |
| YTD | +131.1% | +18.7% | +112.4% | +131.1% |
| 1Y | +143.6% | +7.6% | +136.0% | +139.5% |
| All | +143.6% | +7.3% | +136.4% | +139.5% |
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 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