+11.6%
PSQA vs VOO
+40.8%
-29.2%
-1.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.1% |
| 7D | +0.3% | -0.4% | +0.7% | +0.3% |
| 30D | +0.5% | -1.4% | +1.9% | +0.5% |
| 3M | +1.5% | +3.7% | -2.2% | +1.4% |
| 6M | +2.8% | +13.0% | -10.3% | +2.6% |
| YTD | +3.6% | +12.4% | -8.8% | +3.4% |
| 1Y | +5.5% | +18.6% | -13.1% | +5.1% |
| All | +11.6% | +40.8% | -29.2% | +11.1% |
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