+275.4%
PCRX vs VT
+361.6%
-86.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.3% | +0.4% | +1.8% | +1.9% |
| 30D | +6.0% | +1.0% | +5.0% | +5.0% |
| 3M | +16.2% | +2.4% | +13.9% | +13.3% |
| 6M | +15.3% | +12.0% | +3.3% | +3.3% |
| YTD | +1.8% | +15.3% | -13.5% | -11.3% |
| 1Y | -1.4% | +22.6% | -24.0% | -18.7% |
| 3Y | -25.8% | +74.7% | -100.5% | -56.8% |
| 5Y | -53.7% | +66.1% | -119.9% | -71.9% |
| 10Y | -32.5% | +225.0% | -257.5% | -78.6% |
| All | +275.4% | +361.6% | -86.3% | -10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling