+142.3%
PCVX vs VOO
+168.8%
-26.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.7% |
| 7D | -0.8% | +2.6% | -3.4% | -2.9% |
| 30D | -6.2% | -2.0% | -4.2% | -4.3% |
| 3M | +7.7% | -2.8% | +10.4% | +10.7% |
| 6M | +16.8% | +2.2% | +14.6% | +15.1% |
| YTD | +37.3% | +11.5% | +25.8% | +25.8% |
| 1Y | +39.1% | +13.5% | +25.6% | +25.7% |
| 3Y | +30.9% | +78.1% | -47.2% | -19.8% |
| 5Y | +139.6% | +73.1% | +66.4% | +52.2% |
| All | +142.3% | +168.8% | -26.5% | +2.2% |
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 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