+136.1%
PCVX vs VT
+66.2%
+70.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.2% | +0.4% | +1.8% | +1.8% |
| 30D | +9.4% | +1.0% | +8.4% | +8.4% |
| 3M | +25.4% | +2.4% | +23.1% | +22.7% |
| 6M | +1.7% | +12.0% | -10.3% | -8.2% |
| YTD | +32.6% | +15.3% | +17.2% | +16.6% |
| 1Y | +90.2% | +22.6% | +67.6% | +58.4% |
| 3Y | +15.2% | +74.7% | -59.5% | -29.8% |
| All | +136.1% | +66.2% | +70.0% | +66.6% |
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 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