-84.1%
PACB vs VT
+224.5%
-308.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.9% | +3.9% |
| 7D | -3.6% | +0.4% | -4.0% | -4.3% |
| 30D | +3.8% | +1.0% | +2.9% | +2.5% |
| 3M | -17.2% | +2.4% | -19.6% | -20.2% |
| 6M | -13.5% | +12.0% | -25.5% | -29.0% |
| YTD | -27.8% | +15.3% | -43.1% | -43.9% |
| 1Y | +8.9% | +22.6% | -13.7% | -23.4% |
| 3Y | -88.2% | +74.7% | -162.8% | -95.3% |
| 5Y | -95.7% | +66.1% | -161.8% | -97.9% |
| All | -84.1% | +224.5% | -308.5% | -96.9% |
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