-38.5%
PCT vs VOO
+165.4%
-204.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -2.9% |
| 7D | -0.9% | -0.4% | -0.6% | -0.4% |
| 30D | -13.5% | -1.4% | -12.1% | -11.4% |
| 3M | -41.9% | +3.7% | -45.6% | -45.2% |
| 6M | +6.6% | +13.0% | -6.4% | -12.9% |
| YTD | -27.0% | +12.4% | -39.4% | -39.5% |
| 1Y | -53.6% | +18.6% | -72.2% | -64.4% |
| 3Y | -27.0% | +78.1% | -105.1% | -68.4% |
| 5Y | -52.4% | +82.3% | -134.6% | -79.0% |
| All | -38.5% | +165.4% | -204.0% | -75.2% |
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