+303.4%
PACS price history and return analytics
+15.2%
+288.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.7% | +6.0% | +7.2% |
| 7D | +2.4% | -0.3% | +2.7% | +2.4% |
| 30D | +17.7% | -1.4% | +19.1% | +17.9% |
| 3M | +12.2% | -1.4% | +13.6% | +12.4% |
| 6M | +54.6% | +5.5% | +49.1% | +54.5% |
| YTD | +30.9% | +12.8% | +18.1% | +40.0% |
| 1Y | +303.4% | +15.4% | +287.9% | +401.4% |
| All | +303.4% | +15.2% | +288.2% | +401.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling