+31.1%
PSN vs VOO
+80.3%
-49.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -1.0% | -2.0% | +1.0% | +0.5% |
| 30D | -4.9% | -1.7% | -3.3% | -3.6% |
| 3M | -18.8% | +4.7% | -23.5% | -21.0% |
| 6M | -22.7% | +12.6% | -35.2% | -28.5% |
| YTD | -25.8% | +11.8% | -37.5% | -31.1% |
| 1Y | -38.6% | +17.5% | -56.2% | -45.0% |
| 3Y | -16.4% | +77.0% | -93.4% | -43.8% |
| 5Y | +31.1% | +82.6% | -51.5% | -15.1% |
| All | +31.1% | +80.3% | -49.2% | -15.1% |
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 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