-85.6%
PACB price history and return analytics
+383.6%
-469.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | -0.2% |
| 7D | +0.4% | +0.4% | +0.1% | -0.2% |
| 30D | +1.3% | -2.6% | +3.9% | +7.0% |
| 3M | +98.3% | -3.2% | +101.6% | +113.1% |
| 6M | +67.4% | +0.9% | +66.4% | +68.0% |
| YTD | +26.2% | +11.3% | +14.9% | +7.8% |
| 1Y | +34.1% | +14.0% | +20.1% | +9.9% |
| 3Y | -63.8% | +75.8% | -139.6% | -84.5% |
| 5Y | -91.9% | +57.8% | -149.7% | -95.2% |
| 10Y | -68.9% | +219.8% | -288.7% | -93.0% |
| All | -85.6% | +383.6% | -469.3% | -98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling