+115.4%
PSMT vs VOO
+80.3%
+35.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -2.4% | -2.0% | -0.4% | -1.1% |
| 30D | -1.6% | -1.7% | +0.1% | -0.4% |
| 3M | -2.6% | +4.7% | -7.4% | -5.8% |
| 6M | +15.3% | +12.6% | +2.7% | +6.0% |
| YTD | +39.3% | +11.8% | +27.6% | +28.7% |
| 1Y | +54.0% | +17.5% | +36.5% | +37.2% |
| 3Y | +138.8% | +77.0% | +61.8% | +57.0% |
| 5Y | +115.4% | +82.6% | +32.9% | +36.9% |
| All | +115.4% | +80.3% | +35.1% | +36.9% |
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 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