+27.5%
PACB price history and return analytics
+15.2%
+12.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.8% | +0.7% |
| 7D | -9.9% | -0.3% | -9.6% | -9.0% |
| 30D | -11.1% | -1.4% | -9.7% | -7.4% |
| 3M | +77.1% | -1.4% | +78.5% | +85.5% |
| 6M | +64.5% | +5.5% | +59.1% | +51.7% |
| YTD | +36.4% | +12.8% | +23.5% | +12.2% |
| 1Y | +27.5% | +15.4% | +12.1% | -0.5% |
| All | +27.5% | +15.2% | +12.3% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling