-95.7%
PACB vs VOO
+81.6%
-177.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.2% |
| 7D | -2.3% | -0.4% | -1.9% | -1.5% |
| 30D | +12.2% | -1.4% | +13.6% | +16.5% |
| 3M | -5.8% | +3.7% | -9.6% | -13.9% |
| 6M | -7.2% | +13.0% | -20.2% | -30.3% |
| YTD | -31.0% | +12.4% | -43.5% | -47.6% |
| 1Y | -1.5% | +18.6% | -20.1% | -33.1% |
| 3Y | -87.6% | +78.1% | -165.6% | -96.9% |
| 5Y | -95.7% | +82.3% | -178.0% | -98.8% |
| All | -95.7% | +81.6% | -177.3% | -98.8% |
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