+154.9%
PCVX vs VT
+53.4%
+101.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.0% |
| 7D | +3.0% | -2.3% | +5.3% | +5.4% |
| 30D | -4.6% | -5.0% | +0.4% | +0.2% |
| 3M | +8.5% | -4.9% | +13.4% | +13.9% |
| 6M | +11.9% | -1.5% | +13.4% | +13.9% |
| YTD | +38.5% | +8.5% | +30.0% | +29.3% |
| 1Y | +53.2% | +11.4% | +41.8% | +39.9% |
| 3Y | +32.4% | +70.1% | -37.7% | -16.7% |
| All | +154.9% | +53.4% | +101.5% | +103.9% |
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