+3.9%
PCF price history and return analytics
+57.4%
-53.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.3% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | +1.4% | -2.6% | +4.0% | +2.4% |
| 3M | -2.3% | -3.2% | +1.0% | -1.0% |
| 6M | -5.5% | +0.9% | -6.5% | -6.0% |
| YTD | -7.9% | +11.3% | -19.2% | -12.3% |
| 1Y | -8.0% | +14.0% | -22.0% | -13.2% |
| 3Y | +17.0% | +75.8% | -58.8% | -9.4% |
| 5Y | +3.9% | +57.8% | -54.0% | -17.0% |
| All | +3.9% | +57.4% | -53.5% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling