+250.8%
PSR vs VOO
+803.9%
-553.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | +0.4% | +3.3% | -2.9% | -2.0% |
| 30D | +5.6% | -2.7% | +8.3% | +7.6% |
| 3M | +0.8% | -1.7% | +2.6% | +2.0% |
| 6M | +3.2% | +3.1% | +0.1% | +0.3% |
| YTD | +17.6% | +11.9% | +5.7% | +7.1% |
| 1Y | +15.8% | +12.1% | +3.7% | +5.2% |
| 3Y | +42.7% | +78.6% | -35.8% | -11.1% |
| 5Y | +7.4% | +73.8% | -66.4% | -32.0% |
| 10Y | +88.4% | +312.3% | -223.9% | -38.2% |
| All | +250.8% | +803.9% | -553.1% | -45.0% |
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 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