-62.1%
PACK price history and return analytics
+136.1%
-198.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.4% |
| 7D | +14.2% | -2.3% | +16.5% | +17.7% |
| 30D | -7.4% | -5.0% | -2.4% | -1.0% |
| 3M | -33.1% | -4.9% | -28.3% | -28.5% |
| 6M | -41.9% | -1.5% | -40.4% | -40.4% |
| YTD | -32.9% | +8.5% | -41.4% | -37.8% |
| 1Y | -26.5% | +11.4% | -37.9% | -33.9% |
| 3Y | +25.2% | +70.1% | -44.9% | -26.2% |
| 5Y | -90.3% | +53.7% | -144.1% | -93.6% |
| All | -62.1% | +136.1% | -198.2% | -80.8% |
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