-9.4%
PCLG price history and return analytics
+18.1%
-27.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -1.1% | -0.1% | -0.9% | -1.0% |
| 30D | -4.3% | -0.7% | -3.6% | -3.7% |
| 3M | +1.0% | +4.0% | -3.0% | -2.4% |
| 6M | +3.1% | +12.3% | -9.2% | -7.1% |
| YTD | -8.4% | +14.0% | -22.5% | -19.0% |
| All | -9.4% | +18.1% | -27.6% | -22.3% |
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