-75.9%
PCG vs VTEB
+17.5%
-93.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | +0.2% |
| 7D | +0.5% | -1.2% | +1.7% | +2.9% |
| 30D | -18.9% | -2.9% | -16.0% | -14.2% |
| 3M | -15.8% | -3.2% | -12.7% | -10.5% |
| 6M | -22.6% | -2.6% | -19.9% | -18.4% |
| YTD | -12.2% | -1.8% | -10.4% | -8.9% |
| 1Y | -7.1% | +0.2% | -7.3% | -7.3% |
| 3Y | -15.8% | +8.2% | -24.0% | -28.2% |
| 5Y | +53.3% | +0.8% | +52.5% | +52.1% |
| All | -75.9% | +17.5% | -93.3% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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