-94.8%
PSFE vs VOO
+139.6%
-234.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.5% | -4.0% |
| 7D | -6.3% | -0.4% | -6.0% | -5.6% |
| 30D | -13.2% | -1.4% | -11.8% | -10.4% |
| 3M | -11.9% | +3.7% | -15.7% | -18.0% |
| 6M | -18.0% | +13.0% | -31.0% | -35.0% |
| YTD | -23.4% | +12.4% | -35.8% | -38.5% |
| 1Y | -56.5% | +18.6% | -75.1% | -68.0% |
| 3Y | -51.4% | +78.1% | -129.4% | -83.1% |
| 5Y | -94.2% | +82.3% | -176.4% | -97.9% |
| All | -94.8% | +139.6% | -234.4% | -98.5% |
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 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