-77.6%
PCG vs VO
+196.6%
-274.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.8% | -1.8% |
| 7D | -1.6% | -2.6% | +1.0% | +0.7% |
| 30D | +1.4% | -0.9% | +2.4% | +2.2% |
| 3M | -23.4% | -3.0% | -20.4% | -21.3% |
| 6M | -19.4% | +2.2% | -21.6% | -21.2% |
| YTD | -18.5% | +10.6% | -29.1% | -26.0% |
| 1Y | -19.5% | +12.5% | -32.0% | -28.3% |
| 3Y | -21.0% | +61.4% | -82.4% | -50.4% |
| 5Y | +13.7% | +33.4% | -19.7% | -15.2% |
| All | -77.6% | +196.6% | -274.2% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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