+14.9%
VTI vs PCG
-14.1%
+29.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.5% |
| 7D | -0.6% | +1.9% | -2.5% | -0.6% |
| 30D | -1.0% | +8.5% | -9.5% | -1.1% |
| 3M | -0.8% | -22.9% | +22.1% | -0.4% |
| 6M | +7.1% | -16.8% | +23.8% | +7.2% |
| YTD | +13.4% | -15.8% | +29.2% | +14.7% |
| 1Y | +14.9% | -16.0% | +30.9% | +17.4% |
| All | +14.9% | -14.1% | +29.0% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling