-75.2%
PCG vs VRSN
+274.2%
-349.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.4% | +7.0% | +4.7% |
| 7D | +5.4% | -2.1% | +7.5% | +6.1% |
| 30D | -15.1% | -3.9% | -11.2% | -14.0% |
| 3M | -9.8% | -0.1% | -9.7% | -10.0% |
| 6M | -18.0% | +16.4% | -34.4% | -22.8% |
| YTD | -7.2% | +17.2% | -24.5% | -13.3% |
| 1Y | +2.9% | +1.0% | +1.9% | +1.2% |
| 3Y | -11.1% | +39.1% | -50.2% | -23.4% |
| 5Y | +61.8% | +29.0% | +32.8% | +39.9% |
| 10Y | -75.2% | +275.8% | -351.0% | -82.4% |
| All | -75.2% | +274.2% | -349.4% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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