+14.5%
PSEC vs VOO
+798.5%
-784.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.3% | +4.7% | +5.3% |
| 7D | -6.8% | +0.1% | -6.9% | -6.9% |
| 30D | -10.2% | -3.3% | -6.9% | -7.9% |
| 3M | -31.6% | -2.4% | -29.2% | -30.4% |
| 6M | -32.4% | +2.6% | -35.0% | -33.9% |
| YTD | -31.1% | +11.3% | -42.4% | -36.7% |
| 1Y | -32.6% | +13.4% | -46.0% | -39.0% |
| 3Y | -58.6% | +80.3% | -138.9% | -74.0% |
| 5Y | -66.5% | +72.7% | -139.2% | -78.4% |
| 10Y | -30.0% | +310.0% | -340.1% | -78.5% |
| All | +14.5% | +798.5% | -784.0% | -85.2% |
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