+54.5%
PCG vs VT
+66.2%
-11.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.4% |
| 7D | -13.9% | +0.4% | -14.3% | -14.1% |
| 30D | -16.9% | +1.0% | -17.8% | -17.4% |
| 3M | -14.7% | +2.4% | -17.1% | -16.4% |
| 6M | -23.8% | +12.0% | -35.8% | -30.1% |
| YTD | -10.5% | +15.3% | -25.8% | -19.8% |
| 1Y | -5.1% | +22.6% | -27.7% | -19.0% |
| 3Y | -11.6% | +74.7% | -86.3% | -43.5% |
| All | +54.5% | +66.2% | -11.7% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling