+31.5%
VCIT vs PFGC
+362.5%
-331.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | +0.1% | +15.0% | -14.9% | -0.3% |
| 30D | +1.6% | +17.0% | -15.4% | +1.1% |
| 3M | -0.9% | -2.5% | +1.5% | -0.9% |
| 6M | -1.9% | +19.2% | -21.1% | -2.4% |
| YTD | -1.4% | +23.4% | -24.8% | -2.1% |
| 1Y | -0.6% | +13.9% | -14.4% | -1.1% |
| 3Y | +19.8% | +82.0% | -62.2% | +17.5% |
| 5Y | +4.2% | +128.7% | -124.4% | +1.3% |
| All | +31.5% | +362.5% | -331.0% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 10y: compounded portfolio wealth divided by compounded PFGC 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…
10y analysis · Full analysis span regression · 6 months rolling