+150.1%
VXUS vs PSA
+98.4%
+51.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.6% | -0.1% |
| 7D | +0.3% | -2.2% | +2.5% | +0.9% |
| 30D | +0.7% | -9.6% | +10.2% | +3.4% |
| 3M | +4.8% | -7.9% | +12.7% | +6.8% |
| 6M | +11.3% | -2.0% | +13.3% | +11.4% |
| YTD | +16.5% | +15.7% | +0.8% | +11.3% |
| 1Y | +24.3% | +5.8% | +18.5% | +21.5% |
| 3Y | +74.5% | +21.6% | +52.9% | +62.1% |
| 5Y | +54.3% | +13.1% | +41.2% | +44.2% |
| 10Y | +150.1% | +101.3% | +48.8% | +96.5% |
| All | +150.1% | +98.4% | +51.7% | +96.5% |
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