+96.3%
VTR vs PSA
+102.6%
-6.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.9% |
| 7D | -0.3% | -1.8% | +1.5% | +0.9% |
| 30D | +1.1% | -8.4% | +9.5% | +7.1% |
| 3M | +7.9% | -7.8% | +15.7% | +13.8% |
| 6M | +6.2% | +0.8% | +5.4% | +4.7% |
| YTD | +17.7% | +16.5% | +1.2% | +4.3% |
| 1Y | +32.9% | +4.7% | +28.2% | +26.2% |
| 3Y | +129.7% | +21.1% | +108.6% | +89.7% |
| 5Y | +89.3% | +14.2% | +75.1% | +56.1% |
| All | +96.3% | +102.6% | -6.2% | +4.0% |
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