-7.4%
PCLG vs VT
+19.5%
-26.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.1% | +0.4% | -1.5% | -1.4% |
| 30D | 0.0% | +1.0% | -1.0% | -0.8% |
| 3M | -0.1% | +2.4% | -2.5% | -2.1% |
| 6M | +5.5% | +12.0% | -6.5% | -4.7% |
| YTD | -6.4% | +15.3% | -21.7% | -18.0% |
| All | -7.4% | +19.5% | -26.9% | -21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling