+129.7%
VTR vs PSA
+22.3%
+107.4%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.8% |
| 7D | -0.3% | -1.8% | +1.5% | +0.5% |
| 30D | +1.1% | -8.4% | +9.5% | +4.9% |
| 3M | +7.9% | -7.8% | +15.7% | +11.7% |
| 6M | +6.2% | +0.8% | +5.4% | +5.5% |
| YTD | +17.7% | +16.5% | +1.2% | +9.2% |
| 1Y | +32.9% | +4.7% | +28.2% | +29.4% |
| 3Y | +129.7% | +21.1% | +108.6% | +99.6% |
| All | +129.7% | +22.3% | +107.4% | +99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling