+715.8%
VTV vs PSA
+1,284.1%
-568.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.6% |
| 7D | -0.7% | -2.2% | +1.6% | +0.2% |
| 30D | -0.5% | -9.6% | +9.1% | +3.5% |
| 3M | +5.3% | -7.9% | +13.2% | +8.6% |
| 6M | +12.9% | -2.0% | +14.9% | +13.1% |
| YTD | +18.5% | +15.7% | +2.7% | +10.8% |
| 1Y | +25.3% | +5.8% | +19.5% | +21.2% |
| 3Y | +68.2% | +21.6% | +46.6% | +51.0% |
| 5Y | +80.6% | +13.1% | +67.5% | +63.7% |
| 10Y | +232.9% | +101.3% | +131.7% | +128.4% |
| All | +715.8% | +1,284.1% | -568.3% | +150.6% |
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 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