-39.6%
PSNL vs VOO
+190.8%
-230.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.8% |
| 7D | +0.8% | +0.1% | +0.7% | +0.5% |
| 30D | +27.2% | +0.1% | +27.2% | +27.1% |
| 3M | +42.1% | +2.0% | +40.1% | +38.0% |
| 6M | +92.6% | +13.0% | +79.6% | +60.3% |
| YTD | +116.1% | +13.6% | +102.5% | +79.6% |
| 1Y | +237.9% | +20.1% | +217.8% | +160.0% |
| 3Y | +829.7% | +77.6% | +752.2% | +302.9% |
| 5Y | -23.3% | +82.4% | -105.8% | -65.2% |
| All | -39.6% | +190.8% | -230.5% | -82.6% |
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