-93.9%
PSFE vs VOO
+82.3%
-176.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -1.7% |
| 7D | +4.8% | +0.5% | +4.3% | +3.8% |
| 30D | -10.9% | -0.9% | -10.0% | -8.8% |
| 3M | -5.1% | +3.9% | -9.0% | -12.3% |
| 6M | -13.6% | +14.5% | -28.2% | -34.1% |
| YTD | -19.4% | +13.0% | -32.4% | -36.6% |
| 1Y | -54.2% | +19.4% | -73.6% | -67.3% |
| 3Y | -48.9% | +78.9% | -127.7% | -83.5% |
| 5Y | -93.9% | +82.3% | -176.2% | -98.0% |
| All | -93.9% | +82.3% | -176.2% | -98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling