+8.1%
PCG vs VUG
+65.5%
-57.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | -2.0% | +4.4% | -6.4% | -3.5% |
| 30D | -2.7% | -7.3% | +4.6% | -0.2% |
| 3M | -25.1% | -4.2% | -20.8% | -24.0% |
| 6M | -22.3% | -1.6% | -20.7% | -22.2% |
| YTD | -18.5% | +4.9% | -23.4% | -20.6% |
| 1Y | -21.8% | +3.8% | -25.6% | -23.6% |
| 3Y | -21.0% | +79.4% | -100.5% | -40.6% |
| 5Y | +8.1% | +63.9% | -55.8% | -16.5% |
| All | +8.1% | +65.5% | -57.4% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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