-19.5%
PCG vs VO
+11.7%
-31.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.8% | -1.9% |
| 7D | -1.6% | -2.6% | +1.0% | -0.4% |
| 30D | +1.4% | -0.9% | +2.4% | +1.9% |
| 3M | -23.4% | -3.0% | -20.4% | -22.2% |
| 6M | -19.4% | +2.2% | -21.6% | -19.9% |
| YTD | -18.5% | +10.6% | -29.1% | -21.2% |
| 1Y | -19.5% | +12.5% | -32.0% | -22.9% |
| All | -19.5% | +11.7% | -31.2% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling