+93.9%
PACS vs VOO
+52.1%
+41.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.5% |
| 7D | +3.5% | -0.4% | +3.9% | +3.8% |
| 30D | -7.9% | -1.4% | -6.6% | -7.0% |
| 3M | +26.7% | +3.7% | +23.0% | +23.2% |
| 6M | +30.8% | +13.0% | +17.8% | +19.1% |
| YTD | +16.2% | +12.4% | +3.7% | +6.2% |
| 1Y | +452.7% | +18.6% | +434.1% | +384.2% |
| All | +93.9% | +52.1% | +41.8% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling