-18.3%
PCG vs VRSN
+53.7%
-72.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +2.2% | +1.4% | +0.7% | +1.9% |
| 30D | +0.8% | +3.9% | -3.1% | +0.2% |
| 3M | -23.8% | +9.3% | -33.1% | -24.8% |
| 6M | -19.6% | +6.7% | -26.3% | -20.6% |
| YTD | -16.7% | +30.0% | -46.8% | -20.7% |
| 1Y | -19.4% | +26.0% | -45.4% | -22.7% |
| 3Y | -18.3% | +53.1% | -71.4% | -25.2% |
| All | -18.3% | +53.7% | -72.0% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling