+165.7%
PSNL vs VOO
+18.2%
+147.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -3.2% |
| 7D | -5.8% | -0.8% | -5.0% | -3.6% |
| 30D | +14.1% | -1.1% | +15.1% | +17.5% |
| 3M | +72.1% | +3.9% | +68.2% | +52.4% |
| 6M | +103.9% | +13.6% | +90.3% | +42.4% |
| YTD | +103.6% | +12.7% | +90.9% | +47.2% |
| 1Y | +165.7% | +17.6% | +148.2% | +67.7% |
| All | +165.7% | +18.2% | +147.5% | +67.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling