+28.3%
PSA price history and return analytics
+57.5%
-29.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | +15.9% | -3.1% | +19.0% | +18.0% |
| 3M | +4.2% | -3.5% | +7.7% | +6.4% |
| 6M | +10.1% | +0.5% | +9.7% | +9.1% |
| YTD | +33.3% | +10.8% | +22.6% | +23.6% |
| 1Y | +28.2% | +11.9% | +16.4% | +18.0% |
| 3Y | +54.9% | +73.0% | -18.1% | +3.4% |
| 5Y | +28.3% | +58.6% | -30.3% | -11.1% |
| All | +28.3% | +57.5% | -29.2% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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