+10.3%
PCMM vs VOO
+30.4%
-20.1%
-4.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +0.4% | +0.1% | +0.3% | +0.4% |
| 3M | +2.2% | +2.0% | +0.2% | +2.0% |
| 6M | +2.8% | +13.0% | -10.3% | +1.7% |
| YTD | +3.3% | +13.6% | -10.3% | +2.2% |
| 1Y | +4.8% | +20.1% | -15.2% | +3.1% |
| All | +10.3% | +30.4% | -20.1% | +5.9% |
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 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