+2.9%
PCG vs VSH
+105.2%
-102.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.7% | +3.6% |
| 7D | +5.4% | +6.2% | -0.8% | +5.4% |
| 30D | -15.1% | -11.1% | -4.0% | -15.1% |
| 3M | -9.8% | -44.9% | +35.1% | -10.1% |
| 6M | -18.0% | +90.0% | -108.0% | -23.2% |
| YTD | -7.2% | +118.8% | -126.0% | -15.0% |
| 1Y | +2.9% | +109.0% | -106.1% | -5.1% |
| All | +2.9% | +105.2% | -102.4% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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