+133.9%
PCVX vs VT
+144.4%
-10.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.5% |
| YTD | +32.6% | +15.3% | +17.2% | +16.2% |
| 1Y | +90.2% | +22.6% | +67.6% | +57.7% |
| 3Y | +15.2% | +74.7% | -59.5% | -31.0% |
| 5Y | +138.3% | +66.1% | +72.2% | +55.8% |
| All | +133.9% | +144.4% | -10.5% | +4.5% |
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 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