+115.5%
PSL vs VOO
+321.7%
-206.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -4.0% | -2.0% | -2.1% | -2.7% |
| 30D | -3.8% | -1.7% | -2.1% | -2.7% |
| 3M | -3.0% | +4.7% | -7.7% | -6.2% |
| 6M | -1.2% | +12.6% | -13.7% | -9.4% |
| YTD | +9.5% | +11.8% | -2.3% | +0.8% |
| 1Y | -0.1% | +17.5% | -17.7% | -11.5% |
| 3Y | +30.6% | +77.0% | -46.3% | -15.0% |
| 5Y | +28.0% | +82.6% | -54.6% | -19.4% |
| All | +115.5% | +321.7% | -206.2% | -28.1% |
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