-55.2%
PACK vs VOO
+213.5%
-268.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -5.0% | -4.9% |
| 7D | -4.0% | +0.5% | -4.6% | -4.6% |
| 30D | -22.1% | -0.9% | -21.2% | -21.2% |
| 3M | -37.2% | +3.9% | -41.1% | -39.7% |
| 6M | +11.1% | +14.5% | -3.4% | -3.5% |
| YTD | -20.7% | +13.0% | -33.7% | -29.6% |
| 1Y | -13.0% | +19.4% | -32.4% | -26.6% |
| 3Y | -26.0% | +78.9% | -104.9% | -56.5% |
| 5Y | -85.7% | +82.3% | -168.0% | -91.5% |
| All | -55.2% | +213.5% | -268.6% | -79.1% |
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 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