-75.3%
PCG vs VEEV
+538.1%
-613.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.7% | -4.0% |
| 7D | +6.5% | -7.1% | +13.5% | +7.6% |
| 30D | -16.7% | +11.1% | -27.9% | -18.5% |
| 3M | -14.2% | +55.5% | -69.7% | -20.6% |
| 6M | -21.5% | +33.4% | -54.8% | -25.8% |
| YTD | -11.2% | +16.8% | -28.0% | -14.5% |
| 1Y | -4.2% | -7.7% | +3.5% | -4.0% |
| 3Y | -14.9% | +18.4% | -33.3% | -20.1% |
| 5Y | +54.2% | -14.8% | +69.1% | +50.6% |
| 10Y | -75.3% | +546.5% | -621.8% | -82.5% |
| All | -75.3% | +538.1% | -613.4% | -82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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