+111.0%
PAC vs VOO
+82.3%
+28.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -0.9% |
| 7D | +1.4% | +0.5% | +0.9% | +1.0% |
| 30D | -7.8% | -0.9% | -6.8% | -7.0% |
| 3M | -8.5% | +3.9% | -12.4% | -11.4% |
| 6M | -13.5% | +14.5% | -28.0% | -22.9% |
| YTD | -22.1% | +13.0% | -35.0% | -29.7% |
| 1Y | -17.9% | +19.4% | -37.3% | -29.5% |
| 3Y | +30.9% | +78.9% | -48.0% | -23.1% |
| 5Y | +111.0% | +82.3% | +28.8% | +20.1% |
| All | +111.0% | +82.3% | +28.7% | +20.1% |
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 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