-5.1%
PCG vs VNQ
+9.6%
-14.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +3.1% |
| 7D | -13.9% | -1.3% | -12.6% | -12.6% |
| 30D | -16.9% | -2.9% | -13.9% | -14.2% |
| 3M | -14.7% | +0.8% | -15.5% | -15.0% |
| 6M | -23.8% | +2.5% | -26.3% | -25.4% |
| YTD | -10.5% | +10.6% | -21.1% | -18.8% |
| 1Y | -5.1% | +9.1% | -14.2% | -13.0% |
| All | -5.1% | +9.6% | -14.7% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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