+361.7%
PSCM vs VOO
+795.4%
-433.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.3% |
| 7D | -2.1% | -0.6% | -1.6% | -1.5% |
| 30D | -4.2% | -3.6% | -0.6% | -0.5% |
| 3M | -11.1% | -2.7% | -8.4% | -8.6% |
| 6M | -13.6% | +2.2% | -15.8% | -15.5% |
| YTD | +8.7% | +10.9% | -2.2% | -2.2% |
| 1Y | +17.5% | +11.3% | +6.1% | +5.4% |
| 3Y | +50.8% | +76.9% | -26.1% | -14.3% |
| 5Y | +39.6% | +73.5% | -33.9% | -19.1% |
| 10Y | +134.1% | +307.7% | -173.6% | -41.6% |
| All | +361.7% | +795.4% | -433.7% | -47.8% |
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