+273.0%
PCYO vs VOO
+817.1%
-544.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | +5.9% | +0.1% | +5.8% | +5.7% |
| 3M | +8.4% | +2.0% | +6.4% | +6.4% |
| 6M | +5.0% | +13.0% | -8.1% | -4.8% |
| YTD | +1.8% | +13.6% | -11.8% | -8.0% |
| 1Y | +6.5% | +20.1% | -13.6% | -8.0% |
| 3Y | +1.0% | +77.6% | -76.6% | -35.6% |
| 5Y | -24.9% | +82.4% | -107.4% | -53.5% |
| 10Y | +129.8% | +316.8% | -187.1% | -20.5% |
| All | +273.0% | +817.1% | -544.1% | -4.4% |
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