+13.8%
VRT vs PSA
+28.0%
-14.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.8% | -15.7% | -12.6% |
| 7D | -15.4% | +10.5% | -25.9% | -14.8% |
| 30D | -19.0% | +21.7% | -40.6% | -18.8% |
| 3M | -23.8% | +6.1% | -29.9% | -23.2% |
| 6M | -37.9% | +18.3% | -56.2% | -40.1% |
| YTD | +27.0% | +36.1% | -9.1% | +24.6% |
| 1Y | +13.8% | +29.3% | -15.5% | +9.9% |
| All | +13.8% | +28.0% | -14.2% | +9.9% |
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