+252.5%
PSIX vs VOO
+317.9%
-65.4%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.3% | -6.0% | -5.3% |
| 7D | -18.5% | +0.1% | -18.6% | -18.7% |
| 30D | -24.7% | -3.3% | -21.4% | -22.7% |
| 3M | -7.6% | -2.4% | -5.2% | -5.7% |
| 6M | -50.3% | +2.6% | -52.9% | -50.5% |
| YTD | -34.0% | +11.3% | -45.3% | -36.8% |
| 1Y | -42.6% | +13.4% | -56.0% | -45.5% |
| 3Y | +1,200.7% | +80.3% | +1,120.4% | +993.3% |
| 5Y | +808.9% | +72.7% | +736.2% | +670.1% |
| 10Y | +252.5% | +310.0% | -57.5% | +248.3% |
| All | +252.5% | +317.9% | -65.4% | +248.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling