+47.1%
PCVX vs VT
+13.3%
+33.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.2% | -1.6% | +1.8% | +2.0% |
| 30D | +7.7% | -2.5% | +10.2% | +10.7% |
| 3M | +13.6% | -1.3% | +14.9% | +15.4% |
| 6M | +6.8% | +3.1% | +3.7% | +3.7% |
| YTD | +31.8% | +10.9% | +20.9% | +18.3% |
| All | +47.1% | +13.3% | +33.8% | +28.6% |
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