+3,630.5%
PSI vs VOO
+817.1%
+2,813.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.2% | +5.4% |
| 7D | +3.2% | +0.1% | +3.1% | +3.0% |
| 30D | -4.8% | +0.1% | -4.8% | -4.8% |
| 3M | -15.8% | +2.0% | -17.8% | -16.9% |
| 6M | +40.5% | +13.0% | +27.5% | +20.5% |
| YTD | +72.5% | +13.6% | +58.9% | +47.5% |
| 1Y | +116.0% | +20.1% | +95.9% | +72.1% |
| 3Y | +191.4% | +77.6% | +113.8% | +42.6% |
| 5Y | +212.9% | +82.4% | +130.4% | +53.7% |
| 10Y | +1,222.8% | +316.8% | +905.9% | +141.8% |
| All | +3,630.5% | +817.1% | +2,813.4% | +152.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling