-10.8%
PSEC vs VOO
+314.0%
-324.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -0.9% | +0.5% | -1.4% | -1.3% |
| 30D | -4.6% | -0.9% | -3.6% | -3.9% |
| 3M | +2.4% | +3.9% | -1.5% | -0.4% |
| 6M | -11.7% | +14.5% | -26.2% | -19.9% |
| YTD | -3.9% | +13.0% | -16.9% | -12.0% |
| 1Y | -7.5% | +19.4% | -26.9% | -18.6% |
| 3Y | -41.7% | +78.9% | -120.6% | -61.8% |
| 5Y | -45.6% | +82.3% | -127.8% | -65.0% |
| 10Y | -10.8% | +314.2% | -325.0% | -68.4% |
| All | -10.8% | +314.0% | -324.8% | -68.4% |
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