+91.8%
PSCI vs VOO
+82.6%
+9.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -6.6% | +0.1% | -6.7% | -6.7% |
| 3M | -0.1% | +2.0% | -2.1% | -2.1% |
| 6M | +3.0% | +13.0% | -10.0% | -9.2% |
| YTD | +14.8% | +13.6% | +1.2% | +0.7% |
| 1Y | +17.4% | +20.1% | -2.7% | -2.6% |
| 3Y | +68.5% | +77.6% | -9.0% | -4.0% |
| All | +91.8% | +82.6% | +9.2% | +6.0% |
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