+57.8%
PCB vs VT
+53.2%
+4.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +0.4% |
| 7D | +3.7% | -4.2% | +7.8% | +6.8% |
| 30D | +7.4% | -5.8% | +13.2% | +12.0% |
| 3M | +7.7% | -5.2% | +13.0% | +11.8% |
| 6M | +24.8% | +0.1% | +24.7% | +23.7% |
| YTD | +43.1% | +8.2% | +34.8% | +33.3% |
| 1Y | +43.7% | +10.1% | +33.6% | +32.0% |
| 3Y | +112.8% | +69.7% | +43.1% | +43.4% |
| 5Y | +57.8% | +53.4% | +4.4% | +13.2% |
| All | +57.8% | +53.2% | +4.6% | +13.2% |
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