+93.4%
PSO vs VOO
+800.4%
-707.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | +0.7% | +2.6% | -1.9% | -1.2% |
| 30D | +0.5% | -2.0% | +2.4% | +1.7% |
| 3M | +7.7% | -2.8% | +10.5% | +9.7% |
| 6M | +19.3% | +2.2% | +17.2% | +16.7% |
| YTD | +27.0% | +11.5% | +15.4% | +16.6% |
| 1Y | +34.0% | +13.5% | +20.5% | +21.4% |
| 3Y | +56.5% | +78.1% | -21.6% | -0.3% |
| 5Y | +125.8% | +73.1% | +52.6% | +44.5% |
| 10Y | +149.1% | +310.7% | -161.6% | -28.0% |
| All | +93.4% | +800.4% | -707.1% | -74.8% |
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