+116.0%
PSI vs VOO
+20.9%
+95.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.2% | +5.9% |
| 7D | +3.2% | +0.1% | +3.1% | +2.8% |
| 30D | -4.8% | +0.1% | -4.8% | -4.9% |
| 3M | -15.8% | +2.0% | -17.8% | -19.2% |
| 6M | +40.5% | +13.0% | +27.5% | +6.2% |
| YTD | +72.5% | +13.6% | +58.9% | +28.8% |
| 1Y | +116.0% | +20.1% | +95.9% | +44.4% |
| All | +116.0% | +20.9% | +95.0% | +44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling