-9.9%
PCG vs VRSN
+6,651.0%
-6,661.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.9% | +2.5% |
| 7D | -13.9% | +0.1% | -13.9% | -13.8% |
| 30D | -16.9% | -0.2% | -16.7% | -16.8% |
| 3M | -14.7% | -0.3% | -14.4% | -14.7% |
| 6M | -23.8% | +23.0% | -46.8% | -25.0% |
| YTD | -10.5% | +21.3% | -31.8% | -11.9% |
| 1Y | -5.1% | +6.7% | -11.8% | -5.8% |
| 3Y | -11.6% | +45.0% | -56.6% | -14.2% |
| 5Y | +59.0% | +35.0% | +24.0% | +54.7% |
| 10Y | -75.7% | +276.3% | -352.1% | -77.6% |
| All | -9.9% | +6,651.0% | -6,661.0% | -19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling