-57.4%
PSEC vs VOO
+78.5%
-135.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.8% |
| 7D | +3.5% | +2.6% | +1.0% | +1.8% |
| 30D | -6.6% | -2.0% | -4.7% | -5.5% |
| 3M | -34.4% | -2.8% | -31.6% | -33.2% |
| 6M | -28.2% | +2.2% | -30.4% | -29.5% |
| YTD | -33.4% | +11.5% | -44.9% | -38.7% |
| 1Y | -35.7% | +13.5% | -49.2% | -41.6% |
| 3Y | -57.4% | +78.1% | -135.5% | -76.1% |
| All | -57.4% | +78.5% | -135.8% | -76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling