-46.8%
PCTY vs VOO
+81.6%
-128.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -8.1% | -0.4% | -7.7% | -7.7% |
| 30D | -2.4% | -1.4% | -1.1% | -0.7% |
| 3M | +25.6% | +3.7% | +21.9% | +19.4% |
| 6M | +20.5% | +13.0% | +7.4% | +1.9% |
| YTD | -6.8% | +12.4% | -19.3% | -21.0% |
| 1Y | -17.4% | +18.6% | -36.0% | -35.1% |
| 3Y | -27.2% | +78.1% | -105.3% | -69.3% |
| 5Y | -46.8% | +82.3% | -129.0% | -77.2% |
| All | -46.8% | +81.6% | -128.4% | -77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling