+25.5%
VZ vs PSA
+13.6%
+11.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | +0.1% | -3.7% | +3.7% | +1.0% |
| 30D | +7.9% | -7.7% | +15.6% | +10.1% |
| 3M | +13.6% | -0.6% | +14.3% | +13.9% |
| 6M | +1.1% | -0.9% | +2.0% | +1.3% |
| YTD | +29.3% | +18.7% | +10.6% | +23.7% |
| 1Y | +21.2% | +7.6% | +13.6% | +18.8% |
| 3Y | +75.9% | +23.7% | +52.2% | +66.3% |
| All | +25.5% | +13.6% | +11.9% | +25.0% |
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