+54.6%
PCVX vs VT
+12.5%
+42.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.2% |
| 7D | +9.1% | -0.1% | +9.3% | +9.6% |
| 30D | -7.0% | -3.1% | -4.0% | -3.6% |
| 3M | +13.8% | -3.5% | +17.3% | +18.7% |
| 6M | +25.2% | +0.5% | +24.7% | +24.8% |
| YTD | +43.8% | +10.8% | +33.0% | +28.6% |
| 1Y | +54.6% | +11.9% | +42.7% | +35.9% |
| All | +54.6% | +12.5% | +42.1% | +35.9% |
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 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