+36,299.7%
VLO vs PSA
+15,829.0%
+20,470.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.3% |
| 7D | +6.8% | -2.1% | +8.9% | +7.5% |
| 30D | -17.9% | +15.6% | -33.4% | -21.9% |
| 3M | +13.5% | +4.1% | +9.5% | +11.7% |
| 6M | +53.0% | +9.2% | +43.9% | +47.5% |
| YTD | +133.7% | +32.3% | +101.4% | +109.6% |
| 1Y | +115.7% | +26.2% | +89.5% | +96.4% |
| 3Y | +231.9% | +53.7% | +178.3% | +177.7% |
| 5Y | +471.6% | +26.6% | +445.0% | +401.9% |
| 10Y | +780.7% | +132.8% | +647.9% | +507.5% |
| All | +36,299.7% | +15,829.0% | +20,470.7% | +13,916.6% |
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