-75.9%
PCG vs VNQ
+62.8%
-138.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.4% |
| 7D | +0.5% | -2.6% | +3.1% | +2.8% |
| 30D | -18.9% | -2.3% | -16.6% | -17.0% |
| 3M | -15.8% | -2.8% | -13.0% | -13.6% |
| 6M | -22.6% | +2.5% | -25.1% | -24.0% |
| YTD | -12.2% | +8.4% | -20.6% | -17.8% |
| 1Y | -7.1% | +6.8% | -13.9% | -11.8% |
| 3Y | -15.8% | +29.9% | -45.8% | -33.3% |
| 5Y | +53.3% | +7.2% | +46.1% | +41.6% |
| All | -75.9% | +62.8% | -138.7% | -84.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling