+110.1%
PACS vs VOO
+50.9%
+59.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.9% |
| 7D | -2.6% | +2.6% | -5.2% | -4.4% |
| 30D | +7.4% | -2.0% | +9.4% | +8.9% |
| 3M | +7.4% | -2.8% | +10.2% | +9.4% |
| 6M | +17.0% | +2.2% | +14.8% | +14.9% |
| YTD | +25.9% | +11.5% | +14.3% | +15.6% |
| 1Y | +351.6% | +13.5% | +338.1% | +309.0% |
| All | +110.1% | +50.9% | +59.2% | +47.8% |
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