-5.5%
PFSI vs VOO
+75.5%
-81.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.5% |
| 7D | +4.2% | -2.7% | +7.0% | +6.4% |
| 30D | +7.7% | -5.4% | +13.1% | +12.2% |
| 3M | -14.5% | -4.1% | -10.5% | -11.8% |
| 6M | -24.1% | +0.7% | -24.9% | -24.8% |
| YTD | -49.7% | +8.7% | -58.4% | -53.1% |
| 1Y | -46.6% | +11.0% | -57.6% | -51.0% |
| 3Y | -5.5% | +75.5% | -81.0% | -57.1% |
| All | -5.5% | +75.5% | -81.0% | -57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling