+385.6%
PFSI vs VOO
+315.3%
+70.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.1% |
| 7D | -1.8% | -0.4% | -1.4% | -1.4% |
| 30D | -6.2% | -1.4% | -4.8% | -4.8% |
| 3M | -12.9% | +3.7% | -16.7% | -16.2% |
| 6M | -17.9% | +13.0% | -30.9% | -27.3% |
| YTD | -45.6% | +12.4% | -58.1% | -51.6% |
| 1Y | -40.5% | +18.6% | -59.1% | -49.9% |
| 3Y | +6.0% | +78.1% | -72.1% | -41.1% |
| 5Y | +17.6% | +82.3% | -64.7% | -36.1% |
| 10Y | +385.6% | +322.5% | +63.0% | +49.5% |
| All | +385.6% | +315.3% | +70.3% | +49.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling