+41.7%
PCQ vs VOO
+777.9%
-736.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.2% |
| 7D | +1.8% | -2.7% | +4.5% | +2.4% |
| 30D | +8.7% | -5.4% | +14.1% | +9.8% |
| 3M | -4.0% | -4.1% | +0.1% | -3.2% |
| 6M | -3.4% | +0.7% | -4.1% | -3.6% |
| YTD | -0.5% | +8.7% | -9.3% | -2.3% |
| 1Y | -1.3% | +11.0% | -12.3% | -3.4% |
| 3Y | +8.2% | +75.5% | -67.2% | -3.7% |
| 5Y | -45.8% | +68.4% | -114.2% | -51.7% |
| 10Y | -15.3% | +315.7% | -331.0% | -33.5% |
| All | +41.7% | +777.9% | -736.2% | +14.7% |
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