+360.6%
PSCM vs VOO
+803.9%
-443.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.1% |
| 7D | +2.5% | +3.3% | -0.8% | -0.8% |
| 30D | -5.0% | -2.7% | -2.3% | -2.3% |
| 3M | -11.2% | -1.7% | -9.5% | -9.6% |
| 6M | -14.2% | +3.1% | -17.3% | -16.8% |
| YTD | +8.4% | +11.9% | -3.5% | -3.3% |
| 1Y | +16.9% | +12.1% | +4.9% | +4.2% |
| 3Y | +50.5% | +78.6% | -28.1% | -15.3% |
| 5Y | +36.3% | +73.8% | -37.5% | -21.1% |
| 10Y | +127.8% | +312.3% | -184.5% | -43.8% |
| All | +360.6% | +803.9% | -443.2% | -48.5% |
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