+61.8%
PCG vs VEEV
-14.3%
+76.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.7% | +7.4% | +4.0% |
| 7D | +5.4% | -5.2% | +10.6% | +5.9% |
| 30D | -15.1% | +14.9% | -30.0% | -16.6% |
| 3M | -9.8% | +58.4% | -68.2% | -14.4% |
| 6M | -18.0% | +35.5% | -53.5% | -21.0% |
| YTD | -7.2% | +18.6% | -25.9% | -9.2% |
| 1Y | +2.9% | -6.3% | +9.2% | +3.8% |
| 3Y | -11.1% | +20.2% | -31.3% | -14.6% |
| 5Y | +61.8% | -13.8% | +75.6% | +64.8% |
| All | +61.8% | -14.3% | +76.1% | +64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling