-52.6%
PACK vs VOO
+215.2%
-267.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.0% | +4.1% |
| 7D | -7.3% | +0.1% | -7.5% | -7.5% |
| 30D | -17.5% | +0.1% | -17.5% | -17.5% |
| 3M | -34.0% | +2.0% | -36.0% | -35.3% |
| 6M | -14.2% | +13.0% | -27.2% | -24.2% |
| YTD | -16.1% | +13.6% | -29.7% | -26.0% |
| 1Y | -8.3% | +20.1% | -28.4% | -23.2% |
| 3Y | -27.0% | +77.6% | -104.6% | -56.8% |
| 5Y | -85.7% | +82.4% | -168.1% | -91.5% |
| All | -52.6% | +215.2% | -267.8% | -78.0% |
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