+1,112.1%
PSX vs VOO
+623.5%
+488.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +4.5% | +0.1% | +4.4% | +4.4% |
| 30D | +26.6% | +0.1% | +26.5% | +26.4% |
| 3M | +39.3% | +2.0% | +37.3% | +35.5% |
| 6M | +56.8% | +13.0% | +43.8% | +35.6% |
| YTD | +101.8% | +13.6% | +88.2% | +73.3% |
| 1Y | +99.6% | +20.1% | +79.5% | +60.9% |
| 3Y | +140.3% | +77.6% | +62.8% | +25.9% |
| 5Y | +339.3% | +82.4% | +256.9% | +116.8% |
| 10Y | +369.9% | +316.8% | +53.0% | -13.5% |
| All | +1,112.1% | +623.5% | +488.6% | +6.5% |
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