-6.4%
PSP vs VOO
+67.9%
-74.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.7% |
| 7D | -0.1% | -2.7% | +2.6% | +3.1% |
| 30D | +5.5% | -5.4% | +10.8% | +12.2% |
| 3M | -5.3% | -4.1% | -1.2% | -0.8% |
| 6M | -3.1% | +0.7% | -3.8% | -4.0% |
| YTD | -9.8% | +8.7% | -18.5% | -18.1% |
| 1Y | -5.8% | +11.0% | -16.7% | -16.4% |
| 3Y | +39.4% | +75.5% | -36.0% | -27.8% |
| All | -6.4% | +67.9% | -74.3% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling