+101.2%
PCB vs VT
+149.4%
-48.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | -0.6% |
| 7D | +6.8% | -0.3% | +7.1% | +7.1% |
| 30D | +10.4% | -1.4% | +11.9% | +11.9% |
| 3M | +10.9% | -1.4% | +12.3% | +12.2% |
| 6M | +30.6% | +5.5% | +25.1% | +22.6% |
| YTD | +46.8% | +12.8% | +33.9% | +27.9% |
| 1Y | +48.7% | +15.4% | +33.3% | +26.4% |
| 3Y | +118.3% | +76.9% | +41.4% | +18.6% |
| 5Y | +63.4% | +60.4% | +3.0% | -2.0% |
| All | +101.2% | +149.4% | -48.2% | -35.4% |
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