+217.8%
VLO vs PSA
+55.8%
+162.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -0.4% | -2.1% | +1.6% | -0.3% |
| 30D | -16.6% | +16.2% | -32.8% | -17.6% |
| 3M | +12.3% | +4.3% | +8.0% | +12.0% |
| 6M | +47.8% | +9.9% | +38.0% | +46.4% |
| YTD | +126.7% | +33.3% | +93.5% | +115.9% |
| 1Y | +105.4% | +25.8% | +79.5% | +97.8% |
| All | +217.8% | +55.8% | +162.1% | +178.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling