-14.3%
PSCH vs VOO
+80.3%
-94.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -3.0% | -2.0% | -1.0% | -1.1% |
| 30D | -3.6% | -1.7% | -1.9% | -2.1% |
| 3M | +12.6% | +4.7% | +7.9% | +7.4% |
| 6M | +28.3% | +12.6% | +15.8% | +14.1% |
| YTD | +20.5% | +11.8% | +8.8% | +7.9% |
| 1Y | +30.9% | +17.5% | +13.4% | +11.6% |
| 3Y | +35.2% | +77.0% | -41.8% | -22.3% |
| 5Y | -14.3% | +82.6% | -96.9% | -51.9% |
| All | -14.3% | +80.3% | -94.7% | -51.9% |
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