-82.7%
PCT vs VT
+10.5%
-93.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +0.2% | -11.7% | -12.0% |
| 7D | -50.4% | -2.3% | -48.1% | -45.6% |
| 30D | -56.2% | -5.0% | -51.2% | -49.2% |
| 3M | -75.8% | -4.9% | -70.9% | -71.8% |
| 6M | -78.1% | -1.5% | -76.6% | -75.9% |
| YTD | -80.6% | +8.5% | -89.1% | -82.6% |
| 1Y | -82.7% | +11.4% | -94.0% | -85.7% |
| All | -82.7% | +10.5% | -93.2% | -85.7% |
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 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