+20.5%
PPC vs VOO
+67.5%
-47.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.0% | +0.3% |
| 7D | +3.7% | -4.7% | +8.4% | +5.5% |
| 30D | +2.6% | -5.9% | +8.5% | +4.9% |
| 3M | +7.7% | -4.5% | +12.2% | +9.5% |
| 6M | -8.6% | +1.9% | -10.5% | -9.8% |
| YTD | -26.6% | +8.4% | -35.0% | -29.5% |
| 1Y | -22.6% | +9.5% | -32.0% | -25.9% |
| 3Y | +29.1% | +75.3% | -46.2% | -7.8% |
| 5Y | +20.5% | +67.9% | -47.4% | -14.4% |
| All | +20.5% | +67.5% | -47.0% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling