-72.4%
PCT vs VOO
+14.7%
-87.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | +1.6% | -12.2% | -14.0% |
| 7D | -12.0% | -0.7% | -11.3% | -11.0% |
| 30D | -31.8% | -1.1% | -30.7% | -30.4% |
| 3M | -61.4% | -0.3% | -61.1% | -61.2% |
| 6M | -62.0% | +7.4% | -69.4% | -67.2% |
| YTD | -67.5% | +13.4% | -80.9% | -74.7% |
| 1Y | -72.4% | +14.8% | -87.2% | -79.3% |
| All | -72.4% | +14.7% | -87.1% | -79.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling