+74.0%
VTI vs PSA
+13.0%
+61.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.0% | -3.6% | +1.6% | -0.9% |
| 30D | -1.9% | -9.4% | +7.4% | +1.0% |
| 3M | +4.5% | -8.2% | +12.7% | +7.1% |
| 6M | +12.6% | -1.8% | +14.4% | +12.5% |
| YTD | +12.0% | +15.7% | -3.8% | +5.8% |
| 1Y | +17.3% | +6.3% | +11.1% | +13.8% |
| 3Y | +75.3% | +21.6% | +53.8% | +58.1% |
| 5Y | +74.0% | +13.5% | +60.5% | +62.8% |
| All | +74.0% | +13.0% | +61.0% | +62.8% |
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 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