-7.1%
PCG vs VTRS
+63.2%
-70.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +0.5% | -3.3% | +3.8% | +0.9% |
| 30D | -18.9% | +1.4% | -20.3% | -19.0% |
| 3M | -15.8% | +4.6% | -20.5% | -16.5% |
| 6M | -22.6% | +18.1% | -40.6% | -24.5% |
| YTD | -12.2% | +34.7% | -46.9% | -16.5% |
| 1Y | -7.1% | +65.6% | -72.7% | -14.8% |
| All | -7.1% | +63.2% | -70.3% | -14.8% |
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