+95.3%
PCB price history and return analytics
+139.8%
-44.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.7% |
| 7D | +2.7% | -2.3% | +5.0% | +5.0% |
| 30D | +8.7% | -5.0% | +13.7% | +14.1% |
| 3M | +7.7% | -4.9% | +12.5% | +12.8% |
| 6M | +23.9% | -1.5% | +25.4% | +24.6% |
| YTD | +42.5% | +8.5% | +34.0% | +29.0% |
| 1Y | +44.7% | +11.4% | +33.3% | +27.3% |
| 3Y | +114.1% | +70.1% | +44.1% | +20.9% |
| 5Y | +57.1% | +53.7% | +3.4% | -1.7% |
| All | +95.3% | +139.8% | -44.5% | -34.9% |
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