-13.4%
PSBD vs VOO
+65.3%
-78.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -0.6% | +3.3% | -3.9% | -1.9% |
| 30D | +2.2% | -2.7% | +4.9% | +3.3% |
| 3M | -1.8% | -1.7% | 0.0% | -1.1% |
| 6M | -1.2% | +3.1% | -4.3% | -2.7% |
| YTD | -10.0% | +11.9% | -21.9% | -14.6% |
| 1Y | -5.9% | +12.1% | -18.0% | -10.8% |
| All | -13.4% | +65.3% | -78.7% | -27.9% |
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 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