-36.9%
PCTY vs VT
+53.4%
-90.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.9% |
| 7D | +1.3% | -2.3% | +3.6% | +3.8% |
| 30D | +17.0% | -5.0% | +21.9% | +23.3% |
| 3M | +14.3% | -4.9% | +19.2% | +20.2% |
| 6M | +68.9% | -1.5% | +70.4% | +68.2% |
| YTD | +13.5% | +8.5% | +5.1% | -2.1% |
| 1Y | +25.1% | +11.4% | +13.7% | +3.8% |
| 3Y | +22.0% | +70.1% | -48.0% | -48.0% |
| All | -36.9% | +53.4% | -90.3% | -66.0% |
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 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