-32.4%
PCT vs VT
+76.6%
-109.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | +1.7% | -12.3% | -14.5% |
| 7D | -12.0% | -0.3% | -11.7% | -12.0% |
| 30D | -31.8% | -1.4% | -30.3% | -29.8% |
| 3M | -61.4% | -1.4% | -60.0% | -60.1% |
| 6M | -62.0% | +5.5% | -67.5% | -66.5% |
| YTD | -67.5% | +12.8% | -80.4% | -75.6% |
| 1Y | -72.4% | +15.4% | -87.9% | -80.2% |
| All | -32.4% | +76.6% | -109.0% | -93.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling