+136.8%
PCVX vs VT
+129.3%
+7.4%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.7% | -1.9% |
| 7D | -1.1% | -4.2% | +3.1% | +3.1% |
| 30D | -7.2% | -5.8% | -1.4% | -1.6% |
| 3M | +10.7% | -5.2% | +16.0% | +16.8% |
| 6M | +11.3% | +0.1% | +11.2% | +11.6% |
| YTD | +34.2% | +8.2% | +26.0% | +25.2% |
| 1Y | +53.6% | +10.1% | +43.4% | +41.1% |
| 3Y | +22.0% | +69.7% | -47.7% | -24.6% |
| 5Y | +144.6% | +53.4% | +91.3% | +73.1% |
| All | +136.8% | +129.3% | +7.4% | +12.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling