+410.9%
PSCM vs VOO
+817.1%
-406.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -1.2% | +0.1% | -1.3% | -1.3% |
| 3M | -3.9% | +2.0% | -5.9% | -5.8% |
| 6M | +3.4% | +13.0% | -9.6% | -8.7% |
| YTD | +20.2% | +13.6% | +6.7% | +5.7% |
| 1Y | +33.5% | +20.1% | +13.4% | +11.0% |
| 3Y | +49.0% | +77.6% | -28.5% | -15.6% |
| 5Y | +58.7% | +82.4% | -23.7% | -12.5% |
| 10Y | +181.8% | +316.8% | -135.0% | -31.2% |
| All | +410.9% | +817.1% | -406.2% | -43.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling