+79.3%
PCY vs VOO
+817.1%
-737.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -0.1% | +0.1% | -0.3% | -0.2% |
| 30D | -0.2% | +0.1% | -0.2% | -0.2% |
| 3M | -1.4% | +2.0% | -3.4% | -2.1% |
| 6M | -0.5% | +13.0% | -13.6% | -4.6% |
| YTD | +1.0% | +13.6% | -12.6% | -3.3% |
| 1Y | +6.0% | +20.1% | -14.1% | -0.5% |
| 3Y | +32.8% | +77.6% | -44.8% | +8.9% |
| 5Y | +3.2% | +82.4% | -79.2% | -16.8% |
| 10Y | +19.8% | +316.8% | -297.0% | -21.1% |
| All | +79.3% | +817.1% | -737.8% | +8.4% |
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