-77.5%
PSIL vs VOO
+67.9%
-145.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.7% |
| 7D | -7.7% | -2.7% | -5.0% | -5.4% |
| 30D | -8.4% | -5.4% | -3.0% | -3.8% |
| 3M | -22.7% | -4.1% | -18.7% | -19.9% |
| 6M | -6.3% | +0.7% | -7.1% | -6.9% |
| YTD | +12.9% | +8.7% | +4.2% | +5.4% |
| 1Y | +19.1% | +11.0% | +8.1% | +9.5% |
| 3Y | +50.3% | +75.5% | -25.2% | -4.9% |
| All | -77.5% | +67.9% | -145.4% | -85.3% |
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 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