+58.2%
PSN vs VOO
+199.4%
-141.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.0% | +3.0% |
| 7D | -2.9% | +0.1% | -3.0% | -3.0% |
| 30D | -0.4% | +0.1% | -0.5% | -0.4% |
| 3M | -21.5% | +2.0% | -23.5% | -22.3% |
| 6M | -27.9% | +13.0% | -41.0% | -34.3% |
| YTD | -23.0% | +13.6% | -36.6% | -30.1% |
| 1Y | -35.6% | +20.1% | -55.7% | -44.1% |
| 3Y | -16.8% | +77.6% | -94.4% | -47.6% |
| 5Y | +33.5% | +82.4% | -49.0% | -18.8% |
| All | +58.2% | +199.4% | -141.2% | -37.2% |
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