+181.8%
PSIX vs VOO
+311.2%
-129.4%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +9.9% | +3.3% | +6.6% | +7.5% |
| 30D | -25.8% | -2.7% | -23.1% | -24.2% |
| 3M | -7.3% | -1.7% | -5.6% | -5.8% |
| 6M | +3.7% | +3.1% | +0.6% | +3.0% |
| YTD | -31.0% | +11.9% | -43.0% | -34.2% |
| 1Y | -39.0% | +12.1% | -51.1% | -41.7% |
| 3Y | +1,307.9% | +78.6% | +1,229.3% | +1,082.8% |
| 5Y | +781.9% | +73.8% | +708.1% | +644.5% |
| All | +181.8% | +311.2% | -129.4% | +152.7% |
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