+89.7%
PSEP vs VOO
+189.5%
-99.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +1.5% | +2.6% | -1.1% | +0.2% |
| 30D | -0.9% | -2.0% | +1.1% | 0.0% |
| 3M | -0.1% | -2.8% | +2.7% | +1.2% |
| 6M | +2.5% | +2.2% | +0.4% | +1.3% |
| YTD | +6.7% | +11.5% | -4.8% | +1.0% |
| 1Y | +8.6% | +13.5% | -4.9% | +1.9% |
| 3Y | +41.0% | +78.1% | -37.1% | +5.9% |
| 5Y | +54.8% | +73.1% | -18.4% | +16.6% |
| All | +89.7% | +189.5% | -99.9% | +8.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling