+97.5%
PCB price history and return analytics
+144.9%
-47.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.5% |
| 7D | -0.8% | -0.1% | -0.6% | -0.7% |
| 30D | +9.6% | -3.1% | +12.7% | +12.8% |
| 3M | +10.3% | -3.5% | +13.8% | +13.9% |
| 6M | +24.2% | +0.5% | +23.7% | +22.4% |
| YTD | +44.1% | +10.8% | +33.3% | +27.8% |
| 1Y | +41.8% | +11.9% | +29.9% | +24.2% |
| 3Y | +121.3% | +73.0% | +48.3% | +22.8% |
| 5Y | +59.5% | +58.6% | +0.9% | -3.6% |
| All | +97.5% | +144.9% | -47.3% | -35.5% |
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