-14.8%
PCQ vs VOO
+317.9%
-332.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.2% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +8.5% | -3.3% | +11.8% | +9.4% |
| 3M | -3.1% | -2.4% | -0.7% | -2.5% |
| 6M | -3.4% | +2.6% | -6.0% | -4.2% |
| YTD | +0.3% | +11.3% | -11.0% | -2.8% |
| 1Y | -0.9% | +13.4% | -14.4% | -4.5% |
| 3Y | +8.7% | +80.3% | -71.6% | -9.1% |
| 5Y | -46.4% | +72.7% | -119.1% | -54.9% |
| 10Y | -14.8% | +310.0% | -324.9% | -47.0% |
| All | -14.8% | +317.9% | -332.7% | -47.0% |
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