-62.6%
PCG vs VEEV
+699.3%
-761.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -1.7% |
| 7D | -1.6% | -2.9% | +1.4% | -1.3% |
| 30D | +1.4% | +7.5% | -6.1% | +0.5% |
| 3M | -23.4% | +39.5% | -62.8% | -26.6% |
| 6M | -19.4% | +81.5% | -100.9% | -25.4% |
| YTD | -18.5% | +36.1% | -54.6% | -22.2% |
| 1Y | -19.5% | +4.3% | -23.8% | -20.6% |
| 3Y | -21.0% | +54.8% | -75.8% | -27.0% |
| 5Y | +13.7% | -4.7% | +18.5% | +9.6% |
| 10Y | -77.2% | +709.1% | -786.2% | -81.3% |
| All | -62.6% | +699.3% | -761.9% | -69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling