+61.2%
PCF vs VOO
+309.6%
-248.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -2.0% | +2.6% | -4.6% | -3.1% |
| 30D | -1.6% | -2.0% | +0.3% | -0.8% |
| 3M | -7.7% | -2.8% | -5.0% | -6.6% |
| 6M | -7.2% | +2.2% | -9.3% | -8.2% |
| YTD | -10.5% | +11.5% | -22.0% | -15.0% |
| 1Y | -10.5% | +13.5% | -24.0% | -15.7% |
| 3Y | +13.4% | +78.1% | -64.6% | -14.3% |
| 5Y | +1.0% | +73.1% | -72.1% | -23.4% |
| All | +61.2% | +309.6% | -248.5% | -19.7% |
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