+4.8%
PICB vs VOO
+325.3%
-320.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | 0.0% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | -1.0% | -1.1% | +0.1% | -0.8% |
| 3M | -1.4% | +3.9% | -5.3% | -2.1% |
| 6M | -1.2% | +13.6% | -14.8% | -3.3% |
| YTD | -2.0% | +12.7% | -14.7% | -4.0% |
| 1Y | -1.3% | +17.6% | -18.9% | -4.0% |
| 3Y | +18.0% | +77.3% | -59.3% | +6.6% |
| 5Y | -10.4% | +84.1% | -94.5% | -20.4% |
| All | +4.8% | +325.3% | -320.5% | -10.0% |
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