+650.8%
PPC vs VOO
+817.1%
-166.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | +14.7% | +0.1% | +14.6% | +14.6% |
| 3M | +5.2% | +2.0% | +3.2% | +2.8% |
| 6M | -26.5% | +13.0% | -39.5% | -34.5% |
| YTD | -21.8% | +13.6% | -35.4% | -30.8% |
| 1Y | -31.2% | +20.1% | -51.3% | -42.3% |
| 3Y | +43.6% | +77.6% | -33.9% | -20.1% |
| 5Y | +28.5% | +82.4% | -53.9% | -31.9% |
| 10Y | +52.8% | +316.8% | -264.0% | -70.8% |
| All | +650.8% | +817.1% | -166.3% | -55.9% |
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