+165.8%
VXUS vs PSA
+451.4%
-285.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +2.3% | -2.1% | +4.4% | +3.1% |
| 30D | -2.2% | +15.6% | -17.8% | -7.1% |
| 3M | -5.4% | +4.1% | -9.5% | -6.9% |
| 6M | -1.2% | +9.2% | -10.4% | -4.8% |
| YTD | +10.4% | +32.3% | -21.9% | -0.9% |
| 1Y | +11.8% | +26.2% | -14.3% | +2.1% |
| 3Y | +68.4% | +53.7% | +14.7% | +40.3% |
| 5Y | +45.9% | +26.6% | +19.3% | +27.9% |
| 10Y | +144.7% | +132.8% | +11.9% | +57.7% |
| All | +165.8% | +451.4% | -285.6% | -9.7% |
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