+115.9%
PSCE vs VOO
+82.3%
+33.6%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.2% |
| 7D | +1.5% | +0.5% | +1.0% | +0.9% |
| 30D | +12.6% | -0.9% | +13.5% | +13.6% |
| 3M | +7.6% | +3.9% | +3.7% | +2.9% |
| 6M | +15.5% | +14.5% | +1.0% | -1.2% |
| YTD | +51.7% | +13.0% | +38.8% | +31.8% |
| 1Y | +62.3% | +19.4% | +42.9% | +32.4% |
| 3Y | +17.5% | +78.9% | -61.4% | -37.8% |
| 5Y | +115.9% | +82.3% | +33.6% | +15.8% |
| All | +115.9% | +82.3% | +33.6% | +15.8% |
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