+353.6%
PAC price history and return analytics
+222.7%
+130.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | 0.0% |
| 7D | +1.4% | +2.9% | -1.5% | -2.0% |
| 30D | +25.3% | -2.5% | +27.8% | +28.4% |
| 3M | +15.9% | -3.3% | +19.3% | +20.1% |
| 6M | +1.5% | +1.5% | -0.1% | -0.6% |
| YTD | -5.5% | +11.4% | -16.8% | -16.6% |
| 1Y | +14.7% | +11.9% | +2.8% | +0.6% |
| 3Y | +115.4% | +73.9% | +41.5% | +11.4% |
| 5Y | +123.5% | +57.9% | +65.6% | +30.3% |
| All | +353.6% | +222.7% | +130.9% | +3.2% |
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