+90.3%
PSEP vs VOO
+191.6%
-101.3%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.1% |
| 7D | -0.6% | -0.9% | +0.3% | -0.2% |
| 30D | -1.2% | -2.3% | +1.2% | -0.1% |
| 3M | +0.3% | -1.2% | +1.5% | +0.8% |
| 6M | +3.0% | +3.3% | -0.3% | +1.2% |
| YTD | +7.1% | +12.3% | -5.2% | +1.0% |
| 1Y | +8.2% | +12.5% | -4.3% | +2.0% |
| 3Y | +41.5% | +79.2% | -37.6% | +6.0% |
| 5Y | +55.8% | +75.7% | -19.9% | +16.6% |
| All | +90.3% | +191.6% | -101.3% | +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