-43.6%
PCTY vs VT
+66.2%
-109.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -3.6% | +0.4% | -4.0% | -4.1% |
| 30D | +3.0% | +1.0% | +2.0% | +1.8% |
| 3M | +35.1% | +2.4% | +32.8% | +30.1% |
| 6M | +33.0% | +12.0% | +21.0% | +12.9% |
| YTD | -0.2% | +15.3% | -15.5% | -19.1% |
| 1Y | -13.3% | +22.6% | -35.9% | -35.7% |
| 3Y | -25.3% | +74.7% | -100.0% | -68.2% |
| All | -43.6% | +66.2% | -109.8% | -72.9% |
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