+91.1%
PSEP vs VOO
+194.9%
-103.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +0.4% | +0.1% | +0.2% | +0.3% |
| 30D | +0.8% | +0.1% | +0.8% | +0.8% |
| 3M | +2.4% | +2.0% | +0.4% | +1.3% |
| 6M | +6.8% | +13.0% | -6.2% | +0.6% |
| YTD | +7.5% | +13.6% | -6.1% | +0.9% |
| 1Y | +11.1% | +20.1% | -9.0% | +1.5% |
| 3Y | +41.1% | +77.6% | -36.5% | +6.1% |
| 5Y | +58.0% | +82.4% | -24.4% | +16.2% |
| All | +91.1% | +194.9% | -103.8% | +8.5% |
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