+1,142.3%
VST vs PSA
+133.3%
+1,009.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +10.9% | -2.1% | +13.0% | +11.7% |
| 30D | -15.6% | +16.2% | -31.8% | -20.4% |
| 3M | -7.8% | +4.3% | -12.1% | -9.6% |
| 6M | -12.0% | +9.9% | -21.8% | -15.9% |
| YTD | -16.9% | +33.3% | -50.2% | -26.4% |
| 1Y | -25.1% | +25.8% | -50.9% | -32.2% |
| 3Y | +297.1% | +54.8% | +242.3% | +217.9% |
| 5Y | +641.9% | +27.5% | +614.4% | +535.0% |
| 10Y | +1,142.3% | +134.5% | +1,007.8% | +713.2% |
| All | +1,142.3% | +133.3% | +1,009.0% | +713.2% |
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