+43.9%
PCQ vs VOO
+817.1%
-773.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -1.9% | +0.1% | -1.9% | -1.9% |
| 3M | -3.2% | +2.0% | -5.2% | -3.6% |
| 6M | -3.1% | +13.0% | -16.1% | -5.4% |
| YTD | +1.1% | +13.6% | -12.5% | -1.5% |
| 1Y | +8.2% | +20.1% | -11.9% | +4.3% |
| 3Y | +5.4% | +77.6% | -72.1% | -6.4% |
| 5Y | -42.6% | +82.4% | -125.0% | -49.6% |
| 10Y | -19.1% | +316.8% | -336.0% | -37.0% |
| All | +43.9% | +817.1% | -773.2% | +15.6% |
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