-20.6%
PSNYW vs VOO
+15.6%
-36.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.6% | -6.4% |
| 7D | -6.0% | +0.1% | -6.1% | -6.0% |
| 30D | +108.3% | +0.1% | +108.3% | +107.6% |
| 3M | +66.7% | +2.0% | +64.7% | +69.9% |
| 6M | +31.9% | +13.0% | +18.9% | +55.4% |
| YTD | -21.5% | +13.6% | -35.1% | -5.8% |
| All | -20.6% | +15.6% | -36.2% | +36.6% |
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 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