-92.3%
PACB vs VT
+53.4%
-145.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.2% | -7.2% | -7.6% |
| 7D | -13.4% | -2.3% | -11.1% | -8.0% |
| 30D | -16.9% | -5.0% | -12.0% | -3.6% |
| 3M | +93.2% | -4.9% | +98.0% | +124.2% |
| 6M | +32.2% | -1.5% | +33.7% | +39.5% |
| YTD | +20.9% | +8.5% | +12.4% | -1.2% |
| 1Y | +27.0% | +11.4% | +15.6% | -3.8% |
| 3Y | -66.8% | +70.1% | -136.8% | -91.8% |
| All | -92.3% | +53.4% | -145.7% | -97.0% |
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