+80.5%
PCB vs VOO
+206.8%
-126.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -0.8% |
| 7D | +2.1% | +0.5% | +1.5% | +1.6% |
| 30D | -0.4% | -0.9% | +0.6% | +0.5% |
| 3M | +10.3% | +3.9% | +6.4% | +6.1% |
| 6M | +28.3% | +14.5% | +13.8% | +12.1% |
| YTD | +31.7% | +13.0% | +18.7% | +16.6% |
| 1Y | +32.3% | +19.4% | +12.8% | +10.9% |
| 3Y | +95.5% | +78.9% | +16.6% | +10.5% |
| 5Y | +73.2% | +82.3% | -9.0% | -5.9% |
| All | +80.5% | +206.8% | -126.3% | -47.4% |
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