-52.6%
PACK price history and return analytics
+151.0%
-203.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -7.3% | +0.4% | -7.8% | -7.9% |
| 30D | -17.5% | +1.0% | -18.4% | -18.4% |
| 3M | -34.0% | +2.4% | -36.4% | -35.9% |
| 6M | -14.2% | +12.0% | -26.2% | -24.4% |
| YTD | -16.1% | +15.3% | -31.4% | -28.3% |
| 1Y | -8.3% | +22.6% | -30.9% | -26.5% |
| 3Y | -27.0% | +74.7% | -101.7% | -58.8% |
| 5Y | -85.7% | +66.1% | -151.8% | -91.3% |
| All | -52.6% | +151.0% | -203.6% | -77.8% |
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 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