+2.9%
PCG vs VRSN
+1.6%
+1.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.4% | +7.0% | +3.8% |
| 7D | +5.4% | -2.1% | +7.5% | +5.5% |
| 30D | -15.1% | -3.9% | -11.2% | -15.0% |
| 3M | -9.8% | -0.1% | -9.7% | -10.0% |
| 6M | -18.0% | +16.4% | -34.4% | -18.1% |
| YTD | -7.2% | +17.2% | -24.5% | -7.9% |
| 1Y | +2.9% | +1.0% | +1.9% | +7.4% |
| All | +2.9% | +1.6% | +1.3% | +7.4% |
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 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