+121.6%
PSCM vs VOO
+309.6%
-188.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | +1.7% | +2.6% | -0.9% | -0.9% |
| 30D | -4.2% | -2.0% | -2.2% | -2.2% |
| 3M | -11.8% | -2.8% | -9.0% | -9.2% |
| 6M | -14.9% | +2.2% | -17.0% | -16.7% |
| YTD | +7.6% | +11.5% | -3.9% | -3.7% |
| 1Y | +16.3% | +13.5% | +2.9% | +2.3% |
| 3Y | +49.4% | +78.1% | -28.7% | -15.6% |
| 5Y | +35.3% | +73.1% | -37.9% | -21.6% |
| All | +121.6% | +309.6% | -188.0% | -50.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling