-76.7%
PCG price history and return analytics
+223.7%
-300.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -1.1% |
| 7D | -1.1% | +0.4% | -1.4% | -1.5% |
| 30D | +0.1% | -2.6% | +2.7% | +2.4% |
| 3M | -24.4% | -3.2% | -21.2% | -22.3% |
| 6M | -17.7% | +0.9% | -18.6% | -19.1% |
| YTD | -17.4% | +11.3% | -28.7% | -26.4% |
| 1Y | -19.4% | +14.0% | -33.4% | -29.9% |
| 3Y | -18.6% | +75.8% | -94.4% | -54.8% |
| 5Y | +10.2% | +57.8% | -47.6% | -31.9% |
| 10Y | -76.7% | +219.8% | -296.5% | -92.5% |
| All | -76.7% | +223.7% | -300.4% | -92.5% |
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