-41.9%
PSIX vs VOO
+12.4%
-54.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.3% | -6.0% | -10.9% |
| 7D | -18.5% | +0.1% | -18.6% | -20.4% |
| 30D | -24.7% | -3.3% | -21.4% | -15.6% |
| 3M | -7.6% | -2.4% | -5.2% | +0.3% |
| 6M | -50.3% | +2.6% | -52.9% | -53.4% |
| YTD | -34.0% | +11.3% | -45.3% | -51.9% |
| All | -41.9% | +12.4% | -54.3% | -57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling