-97.7%
PSHG vs VOO
+80.3%
-178.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | 0.0% | -2.0% | +2.0% | +0.9% |
| 30D | -3.4% | -1.7% | -1.7% | -2.7% |
| 3M | -6.1% | +4.7% | -10.8% | -8.1% |
| 6M | -25.4% | +12.6% | -38.0% | -29.5% |
| YTD | -20.2% | +11.8% | -31.9% | -24.4% |
| 1Y | -11.5% | +17.5% | -29.0% | -17.9% |
| 3Y | -9.1% | +77.0% | -86.1% | -30.7% |
| 5Y | -97.7% | +82.6% | -180.3% | -98.3% |
| All | -97.7% | +80.3% | -178.0% | -98.3% |
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