+19.7%
PCY vs VOO
+315.3%
-295.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | -0.4% | -1.4% | +1.0% | +0.2% |
| 3M | -1.2% | +3.7% | -4.9% | -2.8% |
| 6M | -0.1% | +13.0% | -13.1% | -5.2% |
| YTD | +0.5% | +12.4% | -11.9% | -4.4% |
| 1Y | +4.2% | +18.6% | -14.4% | -3.2% |
| 3Y | +33.0% | +78.1% | -45.1% | +3.4% |
| 5Y | +3.0% | +82.3% | -79.2% | -21.6% |
| 10Y | +19.7% | +322.5% | -302.8% | -31.3% |
| All | +19.7% | +315.3% | -295.6% | -31.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling