-38.6%
PSEC vs VOO
+11.8%
-50.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.8% |
| 7D | +1.4% | +3.3% | -1.8% | -0.6% |
| 30D | -13.6% | -2.7% | -10.9% | -12.2% |
| 3M | -35.0% | -1.7% | -33.3% | -34.4% |
| 6M | -33.6% | +3.1% | -36.8% | -35.2% |
| YTD | -35.7% | +11.9% | -47.6% | -42.0% |
| 1Y | -38.6% | +12.1% | -50.7% | -44.7% |
| All | -38.6% | +11.8% | -50.4% | -44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling