-35.9%
PSIX vs VOO
+13.0%
-48.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.3% | +7.2% | +4.5% |
| 7D | +0.1% | -0.9% | +1.0% | +3.2% |
| 30D | -20.8% | -2.3% | -18.4% | -13.8% |
| 3M | -5.8% | -1.2% | -4.6% | -1.6% |
| 6M | -36.4% | +3.3% | -39.8% | -41.5% |
| YTD | -30.5% | +12.3% | -42.8% | -50.7% |
| 1Y | -35.9% | +12.5% | -48.4% | -54.5% |
| All | -35.9% | +13.0% | -48.9% | -54.5% |
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