-21.1%
PCG vs VIG
+16.5%
-37.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.0% | +3.1% | -5.1% | -3.6% |
| 30D | -2.7% | +5.0% | -7.7% | -5.4% |
| 3M | -25.1% | +2.7% | -27.7% | -26.3% |
| 6M | -22.3% | +11.0% | -33.3% | -26.6% |
| YTD | -18.5% | +16.0% | -34.4% | -24.6% |
| All | -21.1% | +16.5% | -37.6% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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