+1,216.9%
VST vs PSA
+109.5%
+1,107.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +4.0% |
| 7D | +8.9% | -3.7% | +12.6% | +10.3% |
| 30D | +6.2% | -7.7% | +13.9% | +9.3% |
| 3M | -2.7% | -0.6% | -2.1% | -3.2% |
| 6M | -8.4% | -0.9% | -7.4% | -8.9% |
| YTD | -7.2% | +18.7% | -25.9% | -13.8% |
| 1Y | -20.9% | +7.6% | -28.5% | -24.1% |
| 3Y | +384.0% | +23.7% | +360.3% | +325.6% |
| 5Y | +757.1% | +13.7% | +743.4% | +667.4% |
| All | +1,216.9% | +109.5% | +1,107.4% | +794.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling