+297.8%
VTI vs PSA
+102.6%
+195.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -0.9% | -1.8% | +0.9% | -0.3% |
| 30D | -1.4% | -8.4% | +6.9% | +1.5% |
| 3M | +3.6% | -7.8% | +11.4% | +6.2% |
| 6M | +13.6% | +0.8% | +12.8% | +12.6% |
| YTD | +12.9% | +16.5% | -3.6% | +6.2% |
| 1Y | +17.2% | +4.7% | +12.5% | +14.2% |
| 3Y | +75.7% | +21.1% | +54.6% | +59.2% |
| 5Y | +75.4% | +14.2% | +61.2% | +60.4% |
| All | +297.8% | +102.6% | +195.2% | +191.8% |
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