+162.4%
PCVX vs VOO
+170.7%
-8.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +2.3% |
| 7D | +4.5% | -0.9% | +5.4% | +5.5% |
| 30D | -2.9% | -2.3% | -0.5% | -0.7% |
| 3M | +15.9% | -1.2% | +17.0% | +17.4% |
| 6M | +27.1% | +3.3% | +23.8% | +24.0% |
| YTD | +48.7% | +12.3% | +36.4% | +35.3% |
| 1Y | +50.3% | +12.5% | +37.8% | +36.6% |
| 3Y | +42.5% | +79.2% | -36.6% | -13.2% |
| 5Y | +166.4% | +75.7% | +90.7% | +67.1% |
| All | +162.4% | +170.7% | -8.3% | +9.9% |
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