+55.4%
VXUS vs PSA
+15.2%
+40.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.3% |
| 7D | +1.6% | -0.4% | +2.0% | +1.7% |
| 30D | +1.0% | -8.2% | +9.2% | +3.2% |
| 3M | +5.7% | -2.1% | +7.8% | +5.9% |
| 6M | +13.6% | -0.2% | +13.8% | +12.9% |
| YTD | +17.4% | +18.5% | -1.1% | +11.4% |
| 1Y | +25.1% | +6.6% | +18.5% | +21.9% |
| 3Y | +75.8% | +24.5% | +51.4% | +61.8% |
| 5Y | +55.4% | +13.6% | +41.8% | +43.8% |
| All | +55.4% | +15.2% | +40.2% | +43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling