-2.4%
PPSI vs VOO
+498.0%
-500.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.4% |
| 7D | +2.1% | +0.5% | +1.6% | +1.7% |
| 30D | -5.5% | -0.9% | -4.6% | -4.8% |
| 3M | -30.1% | +3.9% | -34.0% | -31.8% |
| 6M | -12.0% | +14.5% | -26.6% | -19.3% |
| YTD | -38.3% | +13.0% | -51.2% | -42.6% |
| 1Y | -23.4% | +19.4% | -42.8% | -31.1% |
| 3Y | -32.1% | +78.9% | -111.0% | -51.7% |
| 5Y | +6.0% | +82.3% | -76.3% | -24.7% |
| 10Y | +2.9% | +314.2% | -311.3% | -43.7% |
| All | -2.4% | +498.0% | -500.4% | -50.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling