+211.5%
PAC price history and return analytics
+221.4%
-10.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +1.4% | +1.0% | +0.4% | +0.3% |
| 30D | -7.8% | -0.2% | -7.5% | -7.5% |
| 3M | -8.5% | +4.5% | -13.1% | -13.0% |
| 6M | -13.5% | +14.1% | -27.5% | -25.6% |
| YTD | -22.1% | +14.8% | -36.9% | -33.4% |
| 1Y | -17.9% | +21.2% | -39.1% | -34.3% |
| 3Y | +30.9% | +76.6% | -45.7% | -33.2% |
| 5Y | +111.0% | +66.6% | +44.5% | +15.5% |
| 10Y | +211.5% | +222.3% | -10.8% | -27.7% |
| All | +211.5% | +221.4% | -10.0% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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