+108.7%
PACS vs VT
+49.2%
+59.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.7% |
| 7D | -4.4% | +2.9% | -7.3% | -6.4% |
| 30D | +8.2% | -2.5% | +10.7% | +10.1% |
| 3M | +5.6% | -3.3% | +8.9% | +8.1% |
| 6M | +17.0% | +1.5% | +15.5% | +15.4% |
| YTD | +25.0% | +11.4% | +13.7% | +14.3% |
| 1Y | +318.8% | +11.9% | +306.9% | +282.9% |
| All | +108.7% | +49.2% | +59.5% | +43.3% |
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