+5.0%
PPSI vs VOO
+325.3%
-320.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.3% |
| 7D | +5.9% | -0.8% | +6.7% | +6.6% |
| 30D | -0.3% | -1.1% | +0.7% | +0.6% |
| 3M | -26.8% | +3.9% | -30.7% | -28.7% |
| 6M | -9.2% | +13.6% | -22.8% | -16.9% |
| YTD | -35.3% | +12.7% | -48.0% | -40.2% |
| 1Y | -32.6% | +17.6% | -50.2% | -39.4% |
| 3Y | -30.5% | +77.3% | -107.8% | -52.1% |
| 5Y | +15.2% | +84.1% | -68.9% | -21.5% |
| All | +5.0% | +325.3% | -320.3% | -42.7% |
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