-92.6%
PCLA vs VT
+39.8%
-132.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.3% |
| 7D | -9.3% | +0.4% | -9.8% | -10.0% |
| 30D | +14.9% | +1.0% | +13.9% | +13.2% |
| 3M | -21.3% | +2.4% | -23.7% | -25.0% |
| 6M | +117.9% | +12.0% | +105.9% | +78.9% |
| YTD | -30.2% | +15.3% | -45.6% | -45.8% |
| 1Y | -53.2% | +22.6% | -75.8% | -67.0% |
| All | -92.6% | +39.8% | -132.4% | -91.5% |
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