+99.1%
V vs PCOR
-19.6%
+118.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +2.2% | +22.7% | -20.5% | -1.4% |
| 30D | +13.6% | +37.5% | -23.9% | +7.5% |
| 3M | +14.3% | +35.2% | -20.9% | +8.1% |
| 6M | +33.1% | +42.2% | -9.1% | +24.0% |
| YTD | +21.2% | +3.6% | +17.7% | +18.4% |
| 1Y | +26.4% | -4.8% | +31.2% | +25.2% |
| 3Y | +77.6% | +48.3% | +29.2% | +56.5% |
| All | +99.1% | -19.6% | +118.7% | +89.9% |
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