+204.8%
PSC vs VOO
+317.3%
-112.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -1.1% | +0.1% | -1.2% | -1.2% |
| 3M | +4.1% | +2.0% | +2.1% | +2.0% |
| 6M | +15.2% | +13.0% | +2.2% | +2.3% |
| YTD | +20.2% | +13.6% | +6.6% | +6.2% |
| 1Y | +24.1% | +20.1% | +4.0% | +4.0% |
| 3Y | +62.5% | +77.6% | -15.1% | -5.9% |
| 5Y | +55.8% | +82.4% | -26.7% | -12.1% |
| All | +204.8% | +317.3% | -112.5% | -7.3% |
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