-32.6%
PPSI vs VOO
+18.2%
-50.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +0.9% |
| 7D | +5.9% | -0.8% | +6.7% | +7.9% |
| 30D | -0.3% | -1.1% | +0.7% | +2.4% |
| 3M | -26.8% | +3.9% | -30.7% | -33.0% |
| 6M | -9.2% | +13.6% | -22.8% | -29.8% |
| YTD | -35.3% | +12.7% | -48.0% | -48.8% |
| 1Y | -32.6% | +17.6% | -50.2% | -51.9% |
| All | -32.6% | +18.2% | -50.8% | -51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling