+2,545.5%
VRT vs PSA
+103.1%
+2,442.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.3% | -7.3% | -8.9% |
| 7D | +2.4% | -2.2% | +4.6% | +3.2% |
| 30D | -2.7% | -9.6% | +6.9% | +0.4% |
| 3M | -9.2% | -7.9% | -1.3% | -7.3% |
| 6M | -0.5% | -2.0% | +1.5% | -0.8% |
| YTD | +62.3% | +15.7% | +46.6% | +52.9% |
| 1Y | +109.6% | +5.8% | +103.8% | +102.7% |
| 3Y | +573.1% | +21.6% | +551.5% | +494.5% |
| 5Y | +953.6% | +13.1% | +940.5% | +849.6% |
| All | +2,545.5% | +103.1% | +2,442.4% | +1,856.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling