+368.5%
PSX vs VOO
+81.6%
+286.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.9% |
| 7D | +1.8% | -0.4% | +2.2% | +2.1% |
| 30D | +21.6% | -1.4% | +23.0% | +22.7% |
| 3M | +46.5% | +3.7% | +42.7% | +42.4% |
| 6M | +62.0% | +13.0% | +49.0% | +47.4% |
| YTD | +106.3% | +12.4% | +93.9% | +88.2% |
| 1Y | +103.0% | +18.6% | +84.4% | +77.4% |
| 3Y | +135.5% | +78.1% | +57.5% | +55.3% |
| 5Y | +368.5% | +82.3% | +286.2% | +202.2% |
| All | +368.5% | +81.6% | +286.9% | +202.2% |
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