+119.0%
PSIX vs VOO
+619.2%
-500.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.4% | +11.6% | +11.5% |
| 7D | +11.6% | +0.1% | +11.5% | +11.5% |
| 30D | +23.0% | +0.1% | +22.9% | +23.1% |
| 3M | +0.8% | +2.0% | -1.2% | 0.0% |
| 6M | -32.5% | +13.0% | -45.5% | -37.4% |
| YTD | -29.1% | +13.6% | -42.7% | -34.2% |
| 1Y | -53.4% | +20.1% | -73.5% | -58.1% |
| 3Y | +1,249.7% | +77.6% | +1,172.1% | +925.5% |
| 5Y | +726.3% | +82.4% | +643.9% | +516.4% |
| 10Y | +226.3% | +316.8% | -90.6% | +20.1% |
| All | +119.0% | +619.2% | -500.3% | -42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling