+310.1%
PAC price history and return analytics
+223.7%
+86.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -3.5% |
| 7D | +5.0% | +0.4% | +4.7% | +4.3% |
| 30D | +22.7% | -2.6% | +25.3% | +26.0% |
| 3M | +11.0% | -3.2% | +14.3% | +14.9% |
| 6M | +0.6% | +0.9% | -0.4% | -0.7% |
| YTD | -6.2% | +11.3% | -17.5% | -17.2% |
| 1Y | +15.0% | +14.0% | +1.0% | -1.2% |
| 3Y | +114.3% | +75.8% | +38.5% | +9.3% |
| 5Y | +112.1% | +57.8% | +54.3% | +23.6% |
| 10Y | +310.1% | +219.8% | +90.3% | -10.8% |
| All | +310.1% | +223.7% | +86.4% | -10.8% |
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