-91.7%
PACB vs VT
+53.2%
-144.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | +6.2% |
| 7D | -16.2% | -4.2% | -12.0% | -5.9% |
| 30D | -10.0% | -5.8% | -4.2% | +6.9% |
| 3M | +86.9% | -5.2% | +92.2% | +119.4% |
| 6M | +53.8% | +0.1% | +53.7% | +55.5% |
| YTD | +29.9% | +8.2% | +21.7% | +7.0% |
| 1Y | +26.6% | +10.1% | +16.4% | -0.8% |
| 3Y | -66.3% | +69.7% | -136.0% | -91.6% |
| 5Y | -91.7% | +53.4% | -145.0% | -96.9% |
| All | -91.7% | +53.2% | -144.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling