-16.0%
PCG vs VTRS
+90.6%
-106.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | +1.9% | +2.4% | -0.5% | +1.7% |
| 30D | +8.5% | +9.1% | -0.6% | +7.7% |
| 3M | -22.9% | +9.4% | -32.3% | -23.5% |
| 6M | -16.8% | +28.3% | -45.1% | -18.8% |
| YTD | -15.8% | +58.0% | -73.8% | -20.3% |
| 1Y | -16.0% | +89.7% | -105.7% | -21.4% |
| All | -16.0% | +90.6% | -106.6% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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