+358.2%
PSX vs VOO
+311.2%
+47.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +2.0% |
| 7D | +6.4% | +3.3% | +3.2% | +3.2% |
| 30D | -10.2% | -2.7% | -7.5% | -8.0% |
| 3M | +17.2% | -1.7% | +18.9% | +18.7% |
| 6M | +51.8% | +3.1% | +48.6% | +45.5% |
| YTD | +108.0% | +11.9% | +96.1% | +82.0% |
| 1Y | +96.1% | +12.1% | +84.1% | +71.2% |
| 3Y | +155.9% | +78.6% | +77.3% | +37.1% |
| 5Y | +306.9% | +73.8% | +233.1% | +119.9% |
| All | +358.2% | +311.2% | +47.0% | -2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling