-27.1%
PCTY vs VOO
+77.0%
-104.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -8.1% | -0.4% | -7.7% | -7.8% |
| 30D | -2.4% | -1.4% | -1.1% | -1.4% |
| 3M | +25.6% | +3.7% | +21.9% | +22.0% |
| 6M | +20.5% | +13.0% | +7.4% | +8.8% |
| YTD | -6.8% | +12.4% | -19.3% | -15.6% |
| 1Y | -17.4% | +18.6% | -36.0% | -28.9% |
| All | -27.1% | +77.0% | -104.1% | -56.4% |
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 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