+351.2%
PAC price history and return analytics
+221.8%
+129.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | -0.3% | +2.4% | -2.6% | -3.0% |
| 30D | +26.2% | -1.5% | +27.7% | +27.9% |
| 3M | +18.5% | -4.1% | +22.7% | +23.9% |
| 6M | +1.2% | +0.6% | +0.7% | +0.3% |
| YTD | -6.0% | +11.0% | -17.0% | -16.7% |
| 1Y | +14.3% | +13.3% | +1.0% | -1.2% |
| 3Y | +114.6% | +73.4% | +41.2% | +11.4% |
| 5Y | +122.3% | +57.4% | +64.9% | +30.0% |
| All | +351.2% | +221.8% | +129.5% | +3.0% |
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