+248.5%
PSIX vs VOO
+314.0%
-65.5%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.1% | +6.9% |
| 7D | +21.8% | +0.5% | +21.2% | +21.3% |
| 30D | +5.7% | -0.9% | +6.6% | +6.4% |
| 3M | +8.3% | +3.9% | +4.4% | +6.2% |
| 6M | -17.3% | +14.5% | -31.8% | -23.0% |
| YTD | -24.5% | +13.0% | -37.4% | -28.8% |
| 1Y | -48.9% | +19.4% | -68.3% | -53.0% |
| 3Y | +1,207.6% | +78.9% | +1,128.7% | +975.2% |
| 5Y | +771.7% | +82.3% | +689.4% | +614.0% |
| 10Y | +248.5% | +314.2% | -65.7% | +66.3% |
| All | +248.5% | +314.0% | -65.5% | +66.3% |
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