-71.1%
PSIL vs VOO
+84.8%
-155.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +0.8% | +0.1% | +0.8% | +0.7% |
| 3M | +19.3% | +2.0% | +17.3% | +17.1% |
| 6M | +43.1% | +13.0% | +30.1% | +28.9% |
| YTD | +44.8% | +13.6% | +31.2% | +30.0% |
| 1Y | +57.6% | +20.1% | +37.6% | +35.9% |
| 3Y | +55.6% | +77.6% | -22.0% | -2.9% |
| All | -71.1% | +84.8% | -155.8% | -82.4% |
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