+1,250.4%
VUG vs PSA
+1,318.9%
-68.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -0.1% | -3.7% | +3.6% | +1.2% |
| 30D | -0.3% | -7.7% | +7.4% | +2.5% |
| 3M | -0.7% | -0.6% | -0.1% | -0.9% |
| 6M | +14.6% | -0.9% | +15.5% | +14.3% |
| YTD | +9.0% | +18.7% | -9.6% | +1.6% |
| 1Y | +14.9% | +7.6% | +7.2% | +10.6% |
| 3Y | +86.0% | +23.7% | +62.4% | +67.0% |
| 5Y | +76.7% | +13.7% | +63.0% | +61.9% |
| 10Y | +411.3% | +98.9% | +312.4% | +272.1% |
| All | +1,250.4% | +1,318.9% | -68.5% | +399.8% |
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 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