-98.7%
PCSA vs VOO
+77.8%
-176.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -5.9% | +0.1% | -6.0% | -5.9% |
| 3M | -25.1% | +2.0% | -27.1% | -25.9% |
| 6M | -26.4% | +13.0% | -39.5% | -32.0% |
| YTD | -28.5% | +13.6% | -42.1% | -33.8% |
| 1Y | -51.5% | +20.1% | -71.6% | -56.9% |
| All | -98.7% | +77.8% | -176.5% | -99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling