+5.2%
VUG vs PCOR
+4.0%
+1.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +19.7% | -18.1% | +0.1% |
| 7D | -3.0% | +21.8% | -24.8% | -4.5% |
| 30D | -6.4% | +39.5% | -46.0% | -8.8% |
| 3M | -3.2% | +35.2% | -38.5% | -5.5% |
| 6M | +3.1% | +21.7% | -18.6% | +1.6% |
| YTD | +6.3% | +3.9% | +2.3% | +6.0% |
| 1Y | +5.2% | +6.9% | -1.8% | +5.0% |
| All | +5.2% | +4.0% | +1.1% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling