-43.9%
PCLA vs VOO
+18.9%
-62.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | -0.5% | +17.9% | +18.1% |
| 7D | +14.9% | -0.4% | +15.2% | +15.4% |
| 30D | -18.6% | -1.4% | -17.2% | -17.0% |
| 3M | +14.2% | +3.7% | +10.4% | +4.5% |
| 6M | +191.0% | +13.0% | +177.9% | +137.3% |
| YTD | -18.1% | +12.4% | -30.5% | -31.6% |
| 1Y | -43.9% | +18.6% | -62.5% | -50.9% |
| All | -43.9% | +18.9% | -62.8% | -50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling