-43.1%
PSNL vs VOO
+188.6%
-231.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -2.2% |
| 7D | -5.8% | -0.8% | -5.0% | -4.5% |
| 30D | +14.1% | -1.1% | +15.1% | +16.1% |
| 3M | +72.1% | +3.9% | +68.2% | +61.6% |
| 6M | +103.9% | +13.6% | +90.3% | +67.9% |
| YTD | +103.6% | +12.7% | +90.9% | +71.5% |
| 1Y | +165.7% | +17.6% | +148.2% | +111.5% |
| 3Y | +966.4% | +77.3% | +889.1% | +363.3% |
| 5Y | -24.9% | +84.1% | -109.0% | -66.1% |
| All | -43.1% | +188.6% | -231.7% | -83.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling