-70.5%
PSNY vs VOO
+20.9%
-91.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.4% | +6.4% | +6.3% |
| 7D | -27.6% | +0.1% | -27.7% | -27.8% |
| 30D | -37.5% | +0.1% | -37.5% | -37.7% |
| 3M | -52.6% | +2.0% | -54.6% | -53.6% |
| 6M | -49.1% | +13.0% | -62.2% | -56.2% |
| YTD | -56.9% | +13.6% | -70.5% | -62.9% |
| 1Y | -70.5% | +20.1% | -90.6% | -76.0% |
| All | -70.5% | +20.9% | -91.4% | -76.0% |
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