+312.3%
PFSI vs VOO
+311.2%
+1.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.3% |
| 7D | -9.5% | +3.3% | -12.7% | -12.3% |
| 30D | +2.4% | -2.7% | +5.1% | +5.0% |
| 3M | -20.8% | -1.7% | -19.1% | -19.5% |
| 6M | -31.0% | +3.1% | -34.1% | -33.4% |
| YTD | -53.4% | +11.9% | -65.4% | -58.5% |
| 1Y | -52.4% | +12.1% | -64.4% | -57.6% |
| 3Y | -12.8% | +78.6% | -91.4% | -52.2% |
| 5Y | -1.1% | +73.8% | -74.9% | -44.2% |
| All | +312.3% | +311.2% | +1.1% | -4.5% |
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