-73.7%
PACB vs VT
+224.4%
-298.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.8% | -8.9% |
| 7D | -18.0% | -0.7% | -17.3% | -17.1% |
| 30D | -0.5% | -1.7% | +1.3% | +3.7% |
| 3M | +83.3% | -2.3% | +85.6% | +94.2% |
| 6M | +53.7% | +1.5% | +52.2% | +52.1% |
| YTD | +11.8% | +12.0% | -0.3% | -7.5% |
| 1Y | +12.4% | +12.9% | -0.5% | -8.3% |
| 3Y | -67.9% | +74.9% | -142.9% | -87.3% |
| 5Y | -92.3% | +59.9% | -152.2% | -96.0% |
| 10Y | -73.7% | +224.6% | -298.4% | -94.9% |
| All | -73.7% | +224.4% | -298.1% | -94.9% |
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