+77.3%
PPC vs VOO
+314.4%
-237.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.8% |
| 7D | -2.8% | -0.9% | -1.8% | -2.2% |
| 30D | -2.0% | -2.3% | +0.4% | -0.7% |
| 3M | +5.0% | -1.2% | +6.2% | +5.6% |
| 6M | -1.6% | +3.3% | -4.9% | -4.2% |
| YTD | -27.6% | +12.3% | -40.0% | -33.6% |
| 1Y | -25.4% | +12.5% | -37.8% | -31.6% |
| 3Y | +28.4% | +79.2% | -50.8% | -18.7% |
| 5Y | +14.6% | +75.7% | -61.1% | -27.1% |
| 10Y | +77.3% | +313.7% | -236.4% | -48.2% |
| All | +77.3% | +314.4% | -237.1% | -48.2% |
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