-9.8%
PCLG price history and return analytics
+18.2%
-28.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.1% |
| 7D | -2.6% | -1.1% | -1.5% | -1.6% |
| 30D | -4.1% | -1.0% | -3.1% | -3.2% |
| 3M | +2.0% | +3.2% | -1.1% | -0.6% |
| 6M | +3.6% | +12.5% | -8.9% | -6.8% |
| YTD | -8.8% | +14.1% | -22.9% | -19.3% |
| All | -9.8% | +18.2% | -28.0% | -22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling