+82.9%
PCB vs VOO
+208.5%
-125.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +0.5% | +0.1% | +0.4% | +0.4% |
| 3M | +14.2% | +2.0% | +12.2% | +11.7% |
| 6M | +25.8% | +13.0% | +12.7% | +11.3% |
| YTD | +33.4% | +13.6% | +19.9% | +17.5% |
| 1Y | +32.7% | +20.1% | +12.6% | +10.7% |
| 3Y | +90.7% | +77.6% | +13.1% | +8.6% |
| 5Y | +70.3% | +82.4% | -12.2% | -7.5% |
| All | +82.9% | +208.5% | -125.6% | -46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling