+58.8%
PCVX vs SPY
+14.6%
+44.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.7% | +6.4% | +6.1% |
| 7D | +6.9% | -0.7% | +7.6% | +7.7% |
| 30D | -11.0% | -1.0% | -10.0% | -10.0% |
| 3M | +20.1% | -0.3% | +20.4% | +20.6% |
| 6M | +12.3% | +7.3% | +5.0% | +4.2% |
| YTD | +42.3% | +13.3% | +29.0% | +23.5% |
| 1Y | +58.8% | +14.8% | +44.1% | +35.7% |
| All | +58.8% | +14.6% | +44.2% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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