+152.7%
PSLV vs VOO
+82.8%
+69.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.2% |
| 7D | -3.5% | -0.8% | -2.7% | -3.0% |
| 30D | -2.1% | -1.1% | -1.1% | -1.5% |
| 3M | -1.6% | +3.9% | -5.5% | -3.5% |
| 6M | -25.5% | +13.6% | -39.1% | -29.7% |
| YTD | -11.4% | +12.7% | -24.1% | -15.9% |
| 1Y | +48.6% | +17.6% | +31.0% | +38.7% |
| 3Y | +166.9% | +77.3% | +89.6% | +113.7% |
| All | +152.7% | +82.8% | +69.9% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling