-88.1%
PACB vs VOO
+752.0%
-840.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | +0.1% |
| 7D | -13.3% | +2.6% | -15.8% | -17.0% |
| 30D | -1.5% | -2.0% | +0.5% | +2.7% |
| 3M | +70.4% | -2.8% | +73.2% | +80.8% |
| 6M | +54.3% | +2.2% | +52.2% | +51.2% |
| YTD | +4.8% | +11.5% | -6.7% | -10.9% |
| 1Y | +20.2% | +13.5% | +6.8% | -0.7% |
| 3Y | -69.6% | +78.1% | -147.6% | -87.3% |
| 5Y | -92.8% | +73.1% | -166.0% | -96.4% |
| 10Y | -75.4% | +310.7% | -386.1% | -96.5% |
| All | -88.1% | +752.0% | -840.1% | -99.5% |
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