-85.2%
PACB vs VOO
+321.7%
-406.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -0.5% |
| 7D | -2.3% | -2.0% | -0.3% | +1.1% |
| 30D | +11.4% | -1.7% | +13.1% | +15.0% |
| 3M | -7.3% | +4.7% | -12.0% | -14.1% |
| 6M | -7.3% | +12.6% | -19.9% | -23.2% |
| YTD | -32.1% | +11.8% | -43.8% | -43.0% |
| 1Y | +4.1% | +17.5% | -13.4% | -18.5% |
| 3Y | -87.8% | +77.0% | -164.8% | -94.9% |
| 5Y | -95.7% | +82.6% | -178.3% | -98.1% |
| All | -85.2% | +321.7% | -406.9% | -97.6% |
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