-92.5%
PCLA vs VOO
+29.3%
-121.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.3% | +2.7% | +1.2% |
| 7D | -19.2% | +0.1% | -19.3% | -19.2% |
| 30D | -3.2% | -3.3% | +0.1% | +3.1% |
| 3M | -21.0% | -2.4% | -18.6% | -17.5% |
| 6M | +266.0% | +2.6% | +263.4% | +253.9% |
| YTD | -29.3% | +11.3% | -40.6% | -40.8% |
| 1Y | -33.3% | +13.4% | -46.7% | -45.7% |
| All | -92.5% | +29.3% | -121.8% | -90.2% |
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