+647.0%
VRT vs PSA
+30.6%
+616.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.4% | +9.6% |
| 7D | -10.6% | +1.5% | -12.1% | -11.0% |
| 30D | -17.4% | +16.7% | -34.1% | -21.1% |
| 3M | -26.4% | +4.0% | -30.4% | -27.3% |
| 6M | -41.0% | +10.9% | -51.9% | -43.3% |
| YTD | +23.8% | +34.2% | -10.4% | +11.8% |
| 1Y | +11.6% | +26.6% | -15.0% | +2.5% |
| 3Y | +403.5% | +54.7% | +348.8% | +293.5% |
| 5Y | +647.0% | +30.0% | +617.0% | +530.3% |
| All | +647.0% | +30.6% | +616.5% | +530.3% |
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