-19.4%
PCG vs VEEV
+3.3%
-22.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.1% |
| 7D | +2.2% | -0.7% | +2.9% | +2.1% |
| 30D | +0.8% | +1.4% | -0.6% | +0.9% |
| 3M | -23.8% | +19.4% | -43.2% | -22.5% |
| 6M | -19.6% | +93.6% | -113.2% | -15.3% |
| YTD | -16.7% | +35.1% | -51.8% | -13.9% |
| 1Y | -19.4% | +3.4% | -22.7% | -18.2% |
| All | -19.4% | +3.3% | -22.6% | -18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling