+639.0%
PSMT vs VOO
+807.8%
-168.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | -0.8% | -0.4% | -0.5% | -0.6% |
| 30D | +1.5% | -1.4% | +2.8% | +2.6% |
| 3M | -2.8% | +3.7% | -6.5% | -5.8% |
| 6M | +15.1% | +13.0% | +2.0% | +3.8% |
| YTD | +40.3% | +12.4% | +27.8% | +27.1% |
| 1Y | +55.3% | +18.6% | +36.7% | +34.5% |
| 3Y | +140.3% | +78.1% | +62.3% | +46.3% |
| 5Y | +115.1% | +82.3% | +32.8% | +27.0% |
| 10Y | +139.5% | +322.5% | -183.1% | -37.9% |
| All | +639.0% | +807.8% | -168.9% | -13.7% |
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