+115.1%
PCB price history and return analytics
+69.4%
+45.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +0.7% |
| 7D | +3.7% | -4.2% | +7.8% | +7.2% |
| 30D | +7.4% | -5.8% | +13.2% | +12.4% |
| 3M | +7.7% | -5.2% | +13.0% | +12.2% |
| 6M | +24.8% | +0.1% | +24.7% | +23.2% |
| YTD | +43.1% | +8.2% | +34.8% | +30.9% |
| 1Y | +43.7% | +10.1% | +33.6% | +29.1% |
| All | +115.1% | +69.4% | +45.7% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling