+908.7%
VZ vs PSA
+16,026.4%
-15,117.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | +2.1% | +3.9% | -1.8% | +1.2% |
| 30D | +1.4% | +19.7% | -18.3% | -3.1% |
| 3M | -1.3% | +4.3% | -5.5% | -2.3% |
| 6M | -0.5% | +11.4% | -11.9% | -3.2% |
| YTD | +19.6% | +33.9% | -14.3% | +10.9% |
| 1Y | +22.4% | +28.3% | -5.9% | +14.6% |
| 3Y | +55.9% | +53.5% | +2.4% | +38.5% |
| 5Y | +20.4% | +30.6% | -10.2% | +10.0% |
| 10Y | +66.9% | +145.8% | -78.9% | +27.5% |
| All | +908.7% | +16,026.4% | -15,117.7% | +297.7% |
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