+70.4%
VXUS vs PSA
+52.1%
+18.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | +0.8% | +1.5% | -0.7% | +0.4% |
| 30D | -1.9% | +16.7% | -18.5% | -5.4% |
| 3M | -4.4% | +4.0% | -8.4% | -5.3% |
| 6M | -2.0% | +10.9% | -12.8% | -4.8% |
| YTD | +11.1% | +34.2% | -23.1% | +2.4% |
| 1Y | +15.1% | +26.6% | -11.6% | +7.5% |
| 3Y | +70.4% | +54.7% | +15.7% | +46.1% |
| All | +70.4% | +52.1% | +18.4% | +46.1% |
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