-57.1%
PSEC vs VOO
+75.5%
-132.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.2% |
| 7D | -12.4% | -2.7% | -9.7% | -10.9% |
| 30D | -21.6% | -5.4% | -16.2% | -18.8% |
| 3M | -32.6% | -4.1% | -28.6% | -30.9% |
| 6M | -43.9% | +0.7% | -44.7% | -44.4% |
| YTD | -35.7% | +8.7% | -44.4% | -39.6% |
| 1Y | -32.3% | +11.0% | -43.3% | -37.3% |
| 3Y | -57.1% | +75.5% | -132.6% | -65.6% |
| All | -57.1% | +75.5% | -132.6% | -65.6% |
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