+3,032.5%
PSI vs VOO
+800.4%
+2,232.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.5% |
| 7D | +10.8% | +2.6% | +8.2% | +7.0% |
| 30D | -15.2% | -2.0% | -13.2% | -11.4% |
| 3M | -24.7% | -2.8% | -21.9% | -20.2% |
| 6M | -24.9% | +2.2% | -27.0% | -24.8% |
| YTD | +44.8% | +11.5% | +33.3% | +29.2% |
| 1Y | +53.4% | +13.5% | +39.9% | +33.9% |
| 3Y | +175.1% | +78.1% | +97.0% | +36.4% |
| 5Y | +130.9% | +73.1% | +57.8% | +23.5% |
| 10Y | +964.9% | +310.7% | +654.1% | +102.2% |
| All | +3,032.5% | +800.4% | +2,232.0% | +121.3% |
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 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