+177.9%
PSF vs VOO
+737.8%
-559.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.5% |
| 7D | -0.7% | -0.6% | -0.1% | -0.5% |
| 30D | +3.4% | -3.6% | +7.0% | +5.2% |
| 3M | -3.2% | -2.7% | -0.5% | -2.0% |
| 6M | -3.0% | +2.2% | -5.2% | -4.2% |
| YTD | -1.8% | +10.9% | -12.7% | -6.9% |
| 1Y | -3.4% | +11.3% | -14.7% | -8.6% |
| 3Y | +30.4% | +76.9% | -46.5% | -3.0% |
| 5Y | -3.8% | +73.5% | -77.3% | -28.5% |
| 10Y | +59.6% | +307.7% | -248.0% | -18.7% |
| All | +177.9% | +737.8% | -559.9% | +17.7% |
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