-62.9%
PACK price history and return analytics
+143.8%
-206.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | -0.9% |
| 7D | +5.7% | -0.7% | +6.4% | +6.2% |
| 30D | -1.7% | -1.7% | +0.1% | +0.6% |
| 3M | -34.0% | -2.3% | -31.7% | -31.9% |
| 6M | -43.8% | +1.5% | -45.3% | -44.6% |
| YTD | -34.4% | +12.0% | -46.4% | -41.8% |
| 1Y | -30.4% | +12.9% | -43.3% | -38.6% |
| 3Y | +21.6% | +74.9% | -53.4% | -31.1% |
| 5Y | -91.1% | +59.9% | -151.0% | -94.4% |
| All | -62.9% | +143.8% | -206.8% | -82.0% |
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