+16.6%
PSCC vs VT
+76.6%
-59.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.4% |
| 7D | +7.4% | -0.3% | +7.7% | +7.6% |
| 30D | +13.0% | -1.4% | +14.5% | +13.8% |
| 3M | +1.0% | -1.4% | +2.4% | +1.6% |
| 6M | +14.4% | +5.5% | +8.9% | +10.3% |
| YTD | +22.8% | +12.8% | +10.0% | +13.5% |
| 1Y | +21.0% | +15.4% | +5.6% | +10.2% |
| All | +16.6% | +76.6% | -59.9% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling