+1,307.5%
PSI vs VOO
+325.3%
+982.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +1.4% |
| 7D | +2.7% | -0.8% | +3.5% | +4.0% |
| 30D | -7.5% | -1.1% | -6.4% | -5.9% |
| 3M | -14.3% | +3.9% | -18.2% | -18.3% |
| 6M | +47.1% | +13.6% | +33.4% | +23.7% |
| YTD | +77.2% | +12.7% | +64.5% | +51.6% |
| 1Y | +108.3% | +17.6% | +90.7% | +68.7% |
| 3Y | +219.0% | +77.3% | +141.7% | +49.8% |
| 5Y | +222.6% | +84.1% | +138.5% | +49.6% |
| All | +1,307.5% | +325.3% | +982.2% | +123.7% |
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 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