+438.9%
PSA vs VOO
+817.1%
-378.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -3.7% | +0.1% | -3.8% | -3.7% |
| 30D | -7.7% | +0.1% | -7.8% | -7.8% |
| 3M | -0.6% | +2.0% | -2.6% | -2.1% |
| 6M | -0.9% | +13.0% | -13.9% | -8.7% |
| YTD | +18.7% | +13.6% | +5.1% | +8.9% |
| 1Y | +7.6% | +20.1% | -12.4% | -4.9% |
| 3Y | +23.7% | +77.6% | -53.9% | -16.7% |
| 5Y | +13.7% | +82.4% | -68.8% | -25.5% |
| 10Y | +98.9% | +316.8% | -218.0% | -31.3% |
| All | +438.9% | +817.1% | -378.2% | -19.4% |
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