-93.0%
PCLA vs VT
+31.2%
-124.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -4.1% | -5.7% | -3.3% |
| 7D | -45.9% | -4.2% | -41.8% | -41.6% |
| 30D | -8.4% | -5.8% | -2.6% | +1.6% |
| 3M | +9.1% | -5.2% | +14.3% | +19.7% |
| 6M | +219.1% | +0.1% | +219.0% | +219.7% |
| YTD | -33.8% | +8.2% | -42.0% | -42.7% |
| 1Y | -39.8% | +10.1% | -49.9% | -49.0% |
| All | -93.0% | +31.2% | -124.1% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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