-19.6%
PCG vs VSH
+83.5%
-103.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +13.4% | -12.1% | +1.2% |
| 7D | -1.1% | +3.5% | -4.5% | -1.1% |
| 30D | +0.1% | -22.4% | +22.5% | 0.0% |
| 3M | -24.4% | -25.2% | +0.7% | -24.5% |
| 6M | -17.7% | -22.5% | +4.9% | -19.0% |
| YTD | -17.4% | +84.2% | -101.6% | -21.3% |
| All | -19.6% | +83.5% | -103.1% | -23.7% |
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