-76.4%
PCG vs VRTX
+480.2%
-556.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -2.2% | -0.4% | -1.9% | -2.2% |
| 30D | -0.5% | +7.9% | -8.4% | -2.2% |
| 3M | -24.0% | +3.3% | -27.2% | -24.7% |
| 6M | -18.6% | +25.7% | -44.3% | -23.1% |
| YTD | -17.7% | +20.7% | -38.3% | -21.8% |
| 1Y | -20.0% | +27.4% | -47.5% | -25.0% |
| 3Y | -20.2% | +46.4% | -66.6% | -29.6% |
| 5Y | +8.4% | +194.3% | -185.9% | -20.7% |
| 10Y | -76.4% | +494.6% | -571.0% | -82.6% |
| All | -76.4% | +480.2% | -556.6% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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