+52.1%
PCG vs VSXY
+37.7%
+14.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.5% | -0.7% | -4.0% |
| 7D | +6.5% | -10.7% | +17.2% | +7.3% |
| 30D | -16.7% | -24.3% | +7.5% | -14.9% |
| 3M | -14.2% | +1.0% | -15.2% | -14.4% |
| 6M | -21.5% | +57.4% | -78.8% | -25.2% |
| YTD | -11.2% | +39.8% | -51.0% | -14.9% |
| 1Y | -4.2% | +196.5% | -200.7% | -14.4% |
| 3Y | -14.9% | +357.2% | -372.1% | -29.8% |
| 5Y | +54.2% | +18.9% | +35.4% | +40.6% |
| All | +52.1% | +37.7% | +14.5% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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