-19.4%
PCG vs VNQ
+11.2%
-30.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.1% |
| 7D | +2.2% | +0.8% | +1.4% | +1.5% |
| 30D | +0.8% | +6.8% | -6.0% | -5.4% |
| 3M | -23.8% | -1.3% | -22.5% | -22.3% |
| 6M | -19.6% | +2.4% | -22.0% | -20.7% |
| YTD | -16.7% | +12.1% | -28.8% | -24.9% |
| 1Y | -19.4% | +12.0% | -31.4% | -27.4% |
| All | -19.4% | +11.2% | -30.6% | -27.4% |
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