-92.2%
PCLA vs VT
+36.7%
-128.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.6% | -7.5% |
| 7D | +11.5% | -0.3% | +11.8% | +12.6% |
| 30D | +0.8% | -1.4% | +2.2% | +3.6% |
| 3M | +36.6% | -1.4% | +37.9% | +40.1% |
| 6M | +250.0% | +5.5% | +244.5% | +221.4% |
| YTD | -26.6% | +12.8% | -39.4% | -40.7% |
| 1Y | -33.2% | +15.4% | -48.7% | -47.8% |
| All | -92.2% | +36.7% | -128.9% | -90.7% |
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