+290.2%
PACS vs VT
+13.0%
+277.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.3% | -2.2% |
| 7D | +7.0% | +0.4% | +6.6% | +7.0% |
| 30D | +12.6% | -2.6% | +15.2% | +13.2% |
| 3M | +0.7% | -3.2% | +3.9% | +1.3% |
| 6M | +45.2% | +0.9% | +44.2% | +45.9% |
| YTD | +27.0% | +11.3% | +15.7% | +39.2% |
| All | +290.2% | +13.0% | +277.1% | +362.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling