+3,309.9%
V vs PCG
-47.5%
+3,357.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -3.1% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +14.0% | +5.8% | +8.2% | +13.3% |
| 3M | +14.9% | -22.8% | +37.6% | +17.7% |
| 6M | +31.7% | -18.4% | +50.2% | +34.0% |
| YTD | +21.2% | -16.9% | +38.1% | +22.9% |
| 1Y | +25.3% | -17.6% | +42.9% | +27.0% |
| 3Y | +77.5% | -20.0% | +97.5% | +79.7% |
| 5Y | +102.6% | +16.0% | +86.5% | +96.3% |
| 10Y | +464.3% | -76.7% | +541.0% | +587.4% |
| All | +3,309.9% | -47.5% | +3,357.4% | +2,676.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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