+95.3%
PCB vs VOO
+195.3%
-100.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | +2.7% | -2.7% | +5.4% | +5.2% |
| 30D | +8.7% | -5.4% | +14.1% | +14.2% |
| 3M | +7.7% | -4.1% | +11.7% | +11.6% |
| 6M | +23.9% | +0.7% | +23.1% | +22.1% |
| YTD | +42.5% | +8.7% | +33.7% | +30.3% |
| 1Y | +44.7% | +11.0% | +33.7% | +29.6% |
| 3Y | +114.1% | +75.5% | +38.7% | +22.9% |
| 5Y | +57.1% | +68.4% | -11.2% | -7.5% |
| All | +95.3% | +195.3% | -100.1% | -41.2% |
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