-13.8%
PCG vs VEEV
+24.3%
-38.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.3% | +5.7% | +2.5% |
| 7D | -13.9% | -0.6% | -13.3% | -13.9% |
| 30D | -16.9% | +28.8% | -45.7% | -17.7% |
| 3M | -14.7% | +54.0% | -68.8% | -16.4% |
| 6M | -23.8% | +46.0% | -69.8% | -24.9% |
| YTD | -10.5% | +23.2% | -33.7% | -10.6% |
| 1Y | -5.1% | +1.9% | -7.0% | -3.5% |
| All | -13.8% | +24.3% | -38.1% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling