-14.6%
PCG vs VNQ
+30.9%
-45.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.2% | -3.5% |
| 7D | +6.5% | -0.9% | +7.3% | +7.2% |
| 30D | -16.7% | -2.2% | -14.5% | -15.1% |
| 3M | -14.2% | -1.9% | -12.2% | -12.7% |
| 6M | -21.5% | +3.2% | -24.7% | -23.0% |
| YTD | -11.2% | +9.4% | -20.6% | -16.2% |
| 1Y | -4.2% | +7.5% | -11.7% | -8.6% |
| All | -14.6% | +30.9% | -45.5% | -27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling