-76.7%
PCG vs VOO
+317.9%
-394.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | -0.7% |
| 7D | -1.1% | +0.1% | -1.1% | -1.3% |
| 30D | +0.1% | -3.3% | +3.4% | +2.8% |
| 3M | -24.4% | -2.4% | -22.0% | -23.0% |
| 6M | -17.7% | +2.6% | -20.3% | -20.0% |
| YTD | -17.4% | +11.3% | -28.7% | -25.5% |
| 1Y | -19.4% | +13.4% | -32.8% | -28.6% |
| 3Y | -18.6% | +80.3% | -98.9% | -53.8% |
| 5Y | +10.2% | +72.7% | -62.5% | -35.5% |
| 10Y | -76.7% | +310.0% | -386.7% | -93.1% |
| All | -76.7% | +317.9% | -394.6% | -93.1% |
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