+71.8%
PPC vs VOO
+309.9%
-238.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -0.7% | -2.7% | +2.0% | +1.0% |
| 30D | +1.5% | -5.4% | +6.8% | +4.8% |
| 3M | +3.6% | -4.1% | +7.6% | +6.1% |
| 6M | -8.8% | +0.7% | -9.6% | -9.9% |
| YTD | -26.8% | +8.7% | -35.6% | -31.4% |
| 1Y | -22.1% | +11.0% | -33.0% | -28.0% |
| 3Y | +27.3% | +75.5% | -48.1% | -18.4% |
| 5Y | +20.1% | +68.4% | -48.2% | -21.3% |
| All | +71.8% | +309.9% | -238.1% | -43.6% |
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