-92.6%
PCLA vs VOO
+31.2%
-123.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.9% |
| 7D | -3.5% | +0.5% | -4.1% | -4.4% |
| 30D | -22.1% | -0.9% | -21.1% | -21.0% |
| 3M | -13.4% | +3.9% | -17.3% | -20.4% |
| 6M | +129.0% | +14.5% | +114.4% | +80.5% |
| YTD | -30.2% | +13.0% | -43.2% | -43.4% |
| 1Y | -51.7% | +19.4% | -71.1% | -64.2% |
| All | -92.6% | +31.2% | -123.8% | -90.6% |
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