+19.3%
PFSI vs VOO
+82.3%
-63.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.2% |
| 7D | +1.8% | +0.5% | +1.2% | +1.3% |
| 30D | -6.6% | -0.9% | -5.6% | -5.7% |
| 3M | -9.1% | +3.9% | -13.0% | -12.7% |
| 6M | -15.8% | +14.5% | -30.3% | -26.7% |
| YTD | -44.8% | +13.0% | -57.7% | -51.2% |
| 1Y | -39.7% | +19.4% | -59.1% | -49.8% |
| 3Y | +7.7% | +78.9% | -71.2% | -43.1% |
| 5Y | +19.3% | +82.3% | -63.0% | -41.0% |
| All | +19.3% | +82.3% | -63.0% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VOO 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling