+54.5%
PCG vs VOO
+82.6%
-28.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.7% |
| 7D | -13.9% | +0.1% | -14.0% | -13.9% |
| 30D | -16.9% | +0.1% | -16.9% | -16.9% |
| 3M | -14.7% | +2.0% | -16.7% | -16.0% |
| 6M | -23.8% | +13.0% | -36.9% | -29.9% |
| YTD | -10.5% | +13.6% | -24.1% | -18.0% |
| 1Y | -5.1% | +20.1% | -25.2% | -16.4% |
| 3Y | -11.6% | +77.6% | -89.2% | -42.0% |
| All | +54.5% | +82.6% | -28.1% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling