+1,978.7%
VRT vs PSA
+133.8%
+1,844.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.3% |
| 7D | +0.5% | -2.1% | +2.5% | +1.1% |
| 30D | -13.7% | +16.2% | -29.9% | -18.0% |
| 3M | -26.7% | +4.3% | -31.0% | -27.9% |
| 6M | -43.8% | +9.9% | -53.7% | -46.2% |
| YTD | +27.6% | +33.3% | -5.7% | +14.6% |
| 1Y | +15.5% | +25.8% | -10.4% | +5.6% |
| 3Y | +395.6% | +54.8% | +340.8% | +298.5% |
| 5Y | +677.3% | +27.5% | +649.8% | +574.3% |
| All | +1,978.7% | +133.8% | +1,844.8% | +1,365.8% |
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