-88.0%
PACB vs VOO
+755.2%
-843.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.4% | -5.2% |
| 7D | -18.9% | +3.3% | -22.2% | -23.4% |
| 30D | -3.9% | -2.7% | -1.2% | +1.5% |
| 3M | +77.5% | -1.7% | +79.2% | +85.0% |
| 6M | +53.9% | +3.1% | +50.8% | +48.4% |
| YTD | +5.3% | +11.9% | -6.6% | -11.0% |
| 1Y | +13.2% | +12.1% | +1.2% | -4.4% |
| 3Y | -69.8% | +78.6% | -148.4% | -87.5% |
| 5Y | -92.8% | +73.8% | -166.6% | -96.4% |
| 10Y | -75.3% | +312.3% | -387.5% | -96.5% |
| All | -88.0% | +755.2% | -843.3% | -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