+51.3%
PSF vs VOO
+314.0%
-262.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.6% |
| 7D | -0.2% | +0.5% | -0.7% | -0.5% |
| 30D | -1.0% | -0.9% | -0.1% | -0.5% |
| 3M | +0.5% | +3.9% | -3.4% | -1.9% |
| 6M | +0.3% | +14.5% | -14.2% | -7.5% |
| YTD | +0.2% | +13.0% | -12.7% | -6.9% |
| 1Y | +1.2% | +19.4% | -18.2% | -9.2% |
| 3Y | +35.6% | +78.9% | -43.2% | -6.1% |
| 5Y | -3.4% | +82.3% | -85.7% | -34.9% |
| 10Y | +51.3% | +314.2% | -262.9% | -40.0% |
| All | +51.3% | +314.0% | -262.7% | -40.0% |
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