+25.3%
PSA vs VOO
+72.6%
-47.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -1.4% | +2.6% | -4.0% | -2.9% |
| 30D | +15.2% | -2.0% | +17.2% | +16.3% |
| 3M | +2.2% | -2.8% | +5.0% | +3.7% |
| 6M | +11.7% | +2.2% | +9.5% | +9.7% |
| YTD | +32.0% | +11.5% | +20.5% | +22.7% |
| 1Y | +26.3% | +13.5% | +12.8% | +16.1% |
| 3Y | +52.4% | +78.1% | -25.7% | +1.4% |
| All | +25.3% | +72.6% | -47.3% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling