+1,024.4%
VRT vs PSA
+15.2%
+1,009.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | +13.6% | -0.4% | +14.0% | +13.7% |
| 30D | +6.8% | -8.2% | +14.9% | +9.2% |
| 3M | -3.2% | -2.1% | -1.1% | -3.5% |
| 6M | +20.3% | -0.2% | +20.5% | +19.1% |
| YTD | +79.6% | +18.5% | +61.1% | +68.4% |
| 1Y | +139.0% | +6.6% | +132.4% | +130.8% |
| 3Y | +644.6% | +24.5% | +620.2% | +542.3% |
| 5Y | +1,024.4% | +13.6% | +1,010.8% | +926.7% |
| All | +1,024.4% | +15.2% | +1,009.1% | +926.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling