+62.3%
PSCF vs VOO
+75.5%
-13.2%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | +1.1% | -2.7% | +3.8% | +3.4% |
| 30D | +4.8% | -5.4% | +10.2% | +9.8% |
| 3M | -4.8% | -4.1% | -0.7% | -1.5% |
| 6M | +2.8% | +0.7% | +2.1% | +1.5% |
| YTD | +12.3% | +8.7% | +3.6% | +3.1% |
| 1Y | +18.1% | +11.0% | +7.2% | +6.3% |
| 3Y | +62.3% | +75.5% | -13.2% | -18.8% |
| All | +62.3% | +75.5% | -13.2% | -18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling