+94.9%
PCN vs VOO
+315.3%
-220.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -0.3% | -0.4% | 0.0% | -0.1% |
| 30D | -1.2% | -1.4% | +0.1% | -0.4% |
| 3M | +2.2% | +3.7% | -1.5% | -0.3% |
| 6M | +1.2% | +13.0% | -11.9% | -6.8% |
| YTD | -1.7% | +12.4% | -14.2% | -9.3% |
| 1Y | -1.7% | +18.6% | -20.3% | -12.5% |
| 3Y | +13.9% | +78.1% | -64.1% | -24.5% |
| 5Y | +10.1% | +82.3% | -72.2% | -29.6% |
| 10Y | +94.9% | +322.5% | -227.6% | -29.3% |
| All | +94.9% | +315.3% | -220.4% | -29.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling