-81.3%
PCT vs VOO
+11.8%
-93.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.3% | -9.7% | -9.0% |
| 7D | -4.3% | +3.3% | -7.5% | -12.1% |
| 30D | -47.7% | -2.7% | -45.0% | -41.8% |
| 3M | -74.9% | -1.7% | -73.2% | -72.6% |
| 6M | -81.6% | +3.1% | -84.7% | -81.7% |
| YTD | -79.0% | +11.9% | -91.0% | -82.5% |
| 1Y | -81.3% | +12.1% | -93.3% | -84.4% |
| All | -81.3% | +11.8% | -93.1% | -84.4% |
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