+54.2%
PCG vs VTEB
+1.5%
+52.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -3.6% |
| 7D | +6.5% | -0.7% | +7.1% | +7.4% |
| 30D | -16.7% | -2.1% | -14.7% | -14.6% |
| 3M | -14.2% | -2.7% | -11.5% | -11.4% |
| 6M | -21.5% | -2.1% | -19.3% | -19.4% |
| YTD | -11.2% | -1.1% | -10.1% | -9.9% |
| 1Y | -4.2% | +1.3% | -5.5% | -5.3% |
| 3Y | -14.9% | +9.0% | -23.9% | -22.8% |
| 5Y | +54.2% | +1.5% | +52.7% | +52.4% |
| All | +54.2% | +1.5% | +52.7% | +52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling