+225.7%
PSI vs VOO
+81.6%
+144.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.9% |
| 7D | +8.4% | -0.4% | +8.8% | +9.0% |
| 30D | -1.7% | -1.4% | -0.4% | +0.8% |
| 3M | -7.8% | +3.7% | -11.5% | -12.6% |
| 6M | +50.7% | +13.0% | +37.6% | +23.8% |
| YTD | +77.6% | +12.4% | +65.2% | +48.1% |
| 1Y | +114.9% | +18.6% | +96.3% | +64.9% |
| 3Y | +217.9% | +78.1% | +139.8% | +31.3% |
| 5Y | +225.7% | +82.3% | +143.5% | +40.6% |
| All | +225.7% | +81.6% | +144.1% | +40.6% |
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