+102.6%
V vs PCOR
-22.6%
+125.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +2.9% | +23.7% | -20.8% | -0.8% |
| 30D | +14.0% | +39.0% | -25.0% | +7.7% |
| 3M | +14.9% | +35.8% | -20.9% | +8.6% |
| 6M | +31.7% | +38.2% | -6.5% | +23.4% |
| YTD | +21.2% | +3.9% | +17.3% | +18.3% |
| 1Y | +25.3% | +5.7% | +19.6% | +21.6% |
| 3Y | +77.5% | +44.8% | +32.7% | +57.2% |
| 5Y | +102.6% | -19.8% | +122.3% | +92.9% |
| All | +102.6% | -22.6% | +125.1% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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