+49.4%
PCM price history and return analytics
+224.4%
-174.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.6% |
| 7D | -1.4% | -0.7% | -0.7% | -1.1% |
| 30D | +0.1% | -1.7% | +1.8% | +0.9% |
| 3M | -9.6% | -2.3% | -7.3% | -8.6% |
| 6M | -9.8% | +1.5% | -11.3% | -10.7% |
| YTD | -9.6% | +12.0% | -21.6% | -15.2% |
| 1Y | -10.7% | +12.9% | -23.6% | -16.7% |
| 3Y | -7.9% | +74.9% | -82.9% | -34.0% |
| 5Y | -24.5% | +59.9% | -84.4% | -43.5% |
| 10Y | +49.4% | +224.6% | -175.2% | -26.0% |
| All | +49.4% | +224.4% | -174.9% | -26.0% |
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