+954.4%
VTI vs PSA
+2,551.2%
-1,596.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | +0.6% | -0.4% | +1.1% | +0.8% |
| 30D | -1.1% | -8.2% | +7.1% | +2.1% |
| 3M | +3.9% | -2.1% | +6.0% | +4.4% |
| 6M | +14.6% | -0.2% | +14.8% | +14.0% |
| YTD | +13.3% | +18.5% | -5.2% | +5.3% |
| 1Y | +19.2% | +6.6% | +12.6% | +15.0% |
| 3Y | +77.4% | +24.5% | +52.9% | +58.5% |
| 5Y | +74.0% | +13.6% | +60.4% | +58.7% |
| 10Y | +294.6% | +102.0% | +192.7% | +178.4% |
| All | +954.4% | +2,551.2% | -1,596.8% | +186.1% |
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