+219.8%
VT vs PSA
+140.2%
+79.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +0.4% | +1.5% | -1.1% | -0.1% |
| 30D | -2.6% | +16.7% | -19.3% | -7.2% |
| 3M | -3.2% | +4.0% | -7.3% | -4.6% |
| 6M | +0.9% | +10.9% | -9.9% | -2.8% |
| YTD | +11.3% | +34.2% | -22.9% | +0.5% |
| 1Y | +14.0% | +26.6% | -12.6% | +4.8% |
| 3Y | +75.8% | +54.7% | +21.1% | +48.3% |
| 5Y | +57.8% | +30.0% | +27.8% | +39.4% |
| 10Y | +219.8% | +132.7% | +87.2% | +128.3% |
| All | +219.8% | +140.2% | +79.6% | +128.3% |
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 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