+713.0%
PSA price history and return analytics
+360.7%
+352.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.0% |
| 7D | -2.1% | -0.7% | -1.4% | -1.6% |
| 30D | +16.2% | -1.7% | +18.0% | +17.7% |
| 3M | +4.3% | -2.3% | +6.6% | +6.1% |
| 6M | +9.9% | +1.5% | +8.4% | +7.5% |
| YTD | +33.3% | +12.0% | +21.2% | +19.4% |
| 1Y | +25.8% | +12.9% | +13.0% | +12.0% |
| 3Y | +54.8% | +74.9% | -20.2% | -7.9% |
| 5Y | +27.5% | +59.9% | -32.4% | -18.8% |
| 10Y | +134.5% | +224.6% | -90.1% | -30.2% |
| All | +713.0% | +360.7% | +352.4% | +69.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling