+127.4%
PCVX vs VOO
+171.6%
-44.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.3% |
| 7D | -2.8% | -0.8% | -2.0% | -2.1% |
| 30D | -0.3% | -1.1% | +0.8% | +0.6% |
| 3M | +25.8% | +3.9% | +21.9% | +21.7% |
| 6M | +3.4% | +13.6% | -10.3% | -7.2% |
| YTD | +28.9% | +12.7% | +16.2% | +16.5% |
| 1Y | +79.9% | +17.6% | +62.3% | +56.9% |
| 3Y | +13.4% | +77.3% | -63.9% | -30.6% |
| 5Y | +127.3% | +84.1% | +43.2% | +36.3% |
| All | +127.4% | +171.6% | -44.2% | -5.3% |
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