-69.0%
PACB vs VT
+215.5%
-284.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.2% | -7.2% | -7.4% |
| 7D | -13.4% | -2.3% | -11.1% | -9.4% |
| 30D | -16.9% | -5.0% | -12.0% | -7.4% |
| 3M | +93.2% | -4.9% | +98.0% | +115.7% |
| 6M | +32.2% | -1.5% | +33.7% | +38.5% |
| YTD | +20.9% | +8.5% | +12.4% | +6.6% |
| 1Y | +27.0% | +11.4% | +15.6% | +6.5% |
| 3Y | -66.8% | +70.1% | -136.8% | -86.1% |
| 5Y | -92.2% | +53.7% | -146.0% | -95.7% |
| All | -69.0% | +215.5% | -284.5% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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