-93.2%
PSIG vs VOO
+42.9%
-136.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | +3.3% | +0.1% | +3.2% | +3.2% |
| 30D | +56.3% | +0.1% | +56.2% | +56.0% |
| 3M | -78.5% | +2.0% | -80.6% | -78.5% |
| 6M | -71.7% | +13.0% | -84.8% | -73.2% |
| YTD | -61.9% | +13.6% | -75.5% | -64.0% |
| 1Y | -48.3% | +20.1% | -68.4% | -53.0% |
| All | -93.2% | +42.9% | -136.1% | -94.4% |
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 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