+13.4%
PCF vs VOO
+79.7%
-66.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.9% |
| 7D | -3.3% | -0.9% | -2.4% | -3.0% |
| 30D | -2.0% | -2.3% | +0.3% | -1.2% |
| 3M | -6.4% | -1.2% | -5.2% | -6.0% |
| 6M | -8.0% | +3.3% | -11.3% | -9.2% |
| YTD | -10.5% | +12.3% | -22.8% | -14.4% |
| 1Y | -10.9% | +12.5% | -23.4% | -14.9% |
| All | +13.4% | +79.7% | -66.3% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling