+611.0%
VRT vs PSA
+27.0%
+584.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +4.4% |
| 7D | +9.1% | -3.7% | +12.8% | +9.3% |
| 30D | +0.9% | -7.7% | +8.7% | +1.3% |
| 3M | -13.4% | -0.6% | -12.8% | -13.9% |
| 6M | +11.7% | -0.9% | +12.6% | +10.4% |
| YTD | +73.2% | +18.7% | +54.6% | +70.2% |
| 1Y | +123.4% | +7.6% | +115.8% | +120.1% |
| All | +611.0% | +27.0% | +584.0% | +575.7% |
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