+533.3%
PCTY vs VOO
+407.9%
+125.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | -3.6% | +0.1% | -3.7% | -3.7% |
| 30D | +3.0% | +0.1% | +2.9% | +2.9% |
| 3M | +35.1% | +2.0% | +33.1% | +30.7% |
| 6M | +33.0% | +13.0% | +19.9% | +11.8% |
| YTD | -0.2% | +13.6% | -13.7% | -16.8% |
| 1Y | -13.3% | +20.1% | -33.4% | -33.1% |
| 3Y | -25.3% | +77.6% | -102.8% | -66.5% |
| 5Y | -44.1% | +82.4% | -126.5% | -74.8% |
| 10Y | +234.5% | +316.8% | -82.3% | -46.4% |
| All | +533.3% | +407.9% | +125.4% | -23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling