+10.9%
PCN vs VOO
+82.6%
-71.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | +0.8% | +0.1% | +0.7% | +0.7% |
| 3M | +2.1% | +2.0% | +0.1% | +1.2% |
| 6M | -0.7% | +13.0% | -13.8% | -6.1% |
| YTD | -1.0% | +13.6% | -14.5% | -6.6% |
| 1Y | -0.1% | +20.1% | -20.2% | -8.1% |
| 3Y | +17.1% | +77.6% | -60.5% | -10.9% |
| All | +10.9% | +82.6% | -71.6% | -18.8% |
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