+62.6%
PSEC vs VOO
+817.1%
-754.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.1% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +4.3% | +0.1% | +4.3% | +4.3% |
| 3M | +2.5% | +2.0% | +0.5% | +0.8% |
| 6M | -11.4% | +13.0% | -24.4% | -19.4% |
| YTD | -2.2% | +13.6% | -15.7% | -11.4% |
| 1Y | -5.8% | +20.1% | -25.9% | -18.3% |
| 3Y | -41.3% | +77.6% | -118.8% | -62.7% |
| 5Y | -45.7% | +82.4% | -128.1% | -66.4% |
| 10Y | -9.7% | +316.8% | -326.5% | -72.6% |
| All | +62.6% | +817.1% | -754.5% | -79.2% |
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