+293.0%
PCAR vs VOO
+317.9%
-24.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.3% | +1.6% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | -2.1% | -3.3% | +1.2% | +0.7% |
| 3M | -20.4% | -2.4% | -18.0% | -18.8% |
| 6M | -7.0% | +2.6% | -9.6% | -9.2% |
| YTD | -2.6% | +11.3% | -13.9% | -11.6% |
| 1Y | +9.8% | +13.4% | -3.7% | -2.0% |
| 3Y | +37.3% | +80.3% | -43.0% | -18.8% |
| 5Y | +116.4% | +72.7% | +43.7% | +31.9% |
| 10Y | +293.0% | +310.0% | -17.1% | -17.3% |
| All | +293.0% | +317.9% | -24.9% | -17.3% |
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