+153.5%
PCM vs VOO
+777.9%
-624.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +1.0% | -2.7% | +3.7% | +2.1% |
| 30D | +1.9% | -5.4% | +7.3% | +4.2% |
| 3M | -8.4% | -4.1% | -4.3% | -6.8% |
| 6M | -10.2% | +0.7% | -10.9% | -10.6% |
| YTD | -8.7% | +8.7% | -17.4% | -12.0% |
| 1Y | -8.1% | +11.0% | -19.1% | -12.3% |
| 3Y | -9.1% | +75.5% | -84.6% | -30.0% |
| 5Y | -23.3% | +68.4% | -91.6% | -40.5% |
| 10Y | +46.0% | +315.7% | -269.7% | -21.8% |
| All | +153.5% | +777.9% | -624.4% | +6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling