+95.0%
PACS vs VOO
+51.2%
+43.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | +4.1% | -2.0% | +6.1% | +5.6% |
| 30D | -0.2% | -1.7% | +1.4% | +1.0% |
| 3M | +30.6% | +4.7% | +25.9% | +26.1% |
| 6M | +31.3% | +12.6% | +18.7% | +19.9% |
| YTD | +16.8% | +11.8% | +5.1% | +7.3% |
| 1Y | +481.7% | +17.5% | +464.2% | +413.2% |
| All | +95.0% | +51.2% | +43.8% | +37.2% |
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