+95.8%
PCEF vs VOO
+311.2%
-215.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.1% |
| 7D | +0.6% | +3.3% | -2.7% | -1.3% |
| 30D | -1.8% | -2.7% | +0.9% | -0.2% |
| 3M | -5.8% | -1.7% | -4.0% | -4.8% |
| 6M | -1.8% | +3.1% | -4.9% | -3.6% |
| YTD | +1.5% | +11.9% | -10.5% | -5.1% |
| 1Y | +2.2% | +12.1% | -9.8% | -4.5% |
| 3Y | +43.8% | +78.6% | -34.8% | +1.9% |
| 5Y | +18.1% | +73.8% | -55.7% | -15.9% |
| All | +95.8% | +311.2% | -215.4% | -15.7% |
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