-19.6%
PCG vs VRSN
+27.4%
-47.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.3% |
| 7D | -1.1% | -0.8% | -0.2% | -1.0% |
| 30D | +0.1% | +0.7% | -0.6% | +0.1% |
| 3M | -24.4% | +4.1% | -28.6% | -24.6% |
| 6M | -17.7% | +6.7% | -24.4% | -18.1% |
| YTD | -17.4% | +27.1% | -44.5% | -17.2% |
| All | -19.6% | +27.4% | -47.1% | -19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling