-75.2%
PCG vs VOO
+314.0%
-389.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +4.1% |
| 7D | +5.4% | +0.5% | +4.9% | +4.9% |
| 30D | -15.1% | -0.9% | -14.2% | -14.5% |
| 3M | -9.8% | +3.9% | -13.7% | -13.0% |
| 6M | -18.0% | +14.5% | -32.6% | -27.5% |
| YTD | -7.2% | +13.0% | -20.2% | -17.2% |
| 1Y | +2.9% | +19.4% | -16.6% | -12.8% |
| 3Y | -11.1% | +78.9% | -90.0% | -49.0% |
| 5Y | +61.8% | +82.3% | -20.5% | -9.9% |
| 10Y | -75.2% | +314.2% | -389.4% | -92.9% |
| All | -75.2% | +314.0% | -389.2% | -92.9% |
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 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