+9.3%
PCG vs VIG
+64.4%
-55.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +2.2% | +3.5% | -1.3% | -0.8% |
| 30D | +0.8% | +4.9% | -4.2% | -3.4% |
| 3M | -23.8% | +2.5% | -26.3% | -25.5% |
| 6M | -19.6% | +11.0% | -30.6% | -26.7% |
| YTD | -16.7% | +16.0% | -32.7% | -26.9% |
| 1Y | -19.4% | +17.5% | -36.9% | -30.2% |
| 3Y | -18.3% | +67.0% | -85.3% | -48.7% |
| All | +9.3% | +64.4% | -55.1% | -30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling