+53.2%
PCVX vs VT
+10.5%
+42.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +2.9% |
| 7D | +3.0% | -2.3% | +5.3% | +6.1% |
| 30D | -4.6% | -5.0% | +0.4% | +1.3% |
| 3M | +8.5% | -4.9% | +13.4% | +15.2% |
| 6M | +11.9% | -1.5% | +13.4% | +14.3% |
| YTD | +38.5% | +8.5% | +30.0% | +26.5% |
| 1Y | +53.2% | +11.4% | +41.8% | +34.5% |
| All | +53.2% | +10.5% | +42.7% | +34.5% |
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