+43.6%
PCM price history and return analytics
+215.5%
-171.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.0% | -2.3% | +3.3% | +2.2% |
| 30D | +1.9% | -5.0% | +6.9% | +4.6% |
| 3M | -8.4% | -4.9% | -3.5% | -6.0% |
| 6M | -10.2% | -1.5% | -8.6% | -9.7% |
| YTD | -8.7% | +8.5% | -17.1% | -12.9% |
| 1Y | -8.1% | +11.4% | -19.5% | -13.7% |
| 3Y | -9.1% | +70.1% | -79.2% | -33.9% |
| 5Y | -23.3% | +53.7% | -77.0% | -41.3% |
| All | +43.6% | +215.5% | -171.9% | -30.0% |
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 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