+65.3%
VTI vs PCG
+10.8%
+54.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.0% | -0.5% |
| 7D | -0.4% | -0.5% | 0.0% | -0.3% |
| 30D | -3.2% | +0.8% | -4.0% | -3.4% |
| 3M | -2.9% | -22.0% | +19.1% | +1.7% |
| 6M | +2.4% | -17.1% | +19.5% | +5.1% |
| YTD | +11.2% | -16.9% | +28.0% | +13.6% |
| 1Y | +11.6% | -19.1% | +30.7% | +14.9% |
| 3Y | +76.6% | -19.4% | +96.0% | +78.1% |
| 5Y | +65.3% | +9.0% | +56.3% | +44.5% |
| All | +65.3% | +10.8% | +54.5% | +44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling