+54.2%
PCG vs VTRS
+40.2%
+14.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -4.1% |
| 7D | +6.5% | -3.5% | +9.9% | +7.2% |
| 30D | -16.7% | +2.1% | -18.8% | -17.1% |
| 3M | -14.2% | +2.6% | -16.8% | -14.8% |
| 6M | -21.5% | +17.8% | -39.2% | -24.4% |
| YTD | -11.2% | +35.7% | -46.8% | -17.2% |
| 1Y | -4.2% | +63.5% | -67.7% | -14.3% |
| 3Y | -14.9% | +85.1% | -100.0% | -27.8% |
| 5Y | +54.2% | +42.5% | +11.8% | +31.5% |
| All | +54.2% | +40.2% | +14.0% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling