+147.4%
PCVX vs VOO
+169.8%
-22.4%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.4% | -5.4% |
| 7D | +4.5% | +3.3% | +1.2% | +1.7% |
| 30D | -3.2% | -2.7% | -0.5% | -0.7% |
| 3M | +8.4% | -1.7% | +10.2% | +10.5% |
| 6M | +19.7% | +3.1% | +16.6% | +17.1% |
| YTD | +40.2% | +11.9% | +28.3% | +28.0% |
| 1Y | +40.3% | +12.1% | +28.3% | +28.0% |
| 3Y | +34.4% | +78.6% | -44.2% | -17.9% |
| 5Y | +144.6% | +73.8% | +70.8% | +54.9% |
| All | +147.4% | +169.8% | -22.4% | +4.0% |
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