-65.1%
PACK price history and return analytics
+135.6%
-200.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +4.7% |
| 7D | -1.8% | -4.2% | +2.4% | +3.9% |
| 30D | -15.9% | -5.8% | -10.1% | -9.1% |
| 3M | -39.3% | -5.2% | -34.0% | -34.7% |
| 6M | -43.5% | +0.1% | -43.6% | -43.2% |
| YTD | -38.3% | +8.2% | -46.5% | -42.6% |
| 1Y | -37.0% | +10.1% | -47.1% | -42.5% |
| 3Y | +14.4% | +69.7% | -55.3% | -32.4% |
| 5Y | -91.1% | +53.4% | -144.5% | -94.1% |
| All | -65.1% | +135.6% | -200.7% | -82.3% |
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