+57.7%
VT vs PCOR
-34.0%
+91.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.1% |
| 7D | -1.6% | +2.3% | -3.9% | -2.0% |
| 30D | -2.5% | +24.0% | -26.5% | -6.2% |
| 3M | -1.3% | +14.3% | -15.6% | -4.0% |
| 6M | +3.1% | +6.5% | -3.4% | +0.8% |
| YTD | +10.9% | -13.2% | +24.1% | +12.0% |
| 1Y | +12.1% | -14.9% | +26.9% | +13.4% |
| 3Y | +73.9% | +21.0% | +52.9% | +58.7% |
| All | +57.7% | -34.0% | +91.7% | +50.2% |
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