+52.4%
PCM price history and return analytics
+222.7%
-170.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -0.8% | +2.9% | -3.7% | -2.3% |
| 30D | +0.2% | -2.5% | +2.7% | +1.5% |
| 3M | -10.4% | -3.3% | -7.1% | -8.9% |
| 6M | -9.5% | +1.5% | -11.0% | -10.4% |
| YTD | -9.7% | +11.4% | -21.1% | -15.1% |
| 1Y | -11.1% | +11.9% | -23.0% | -16.7% |
| 3Y | -8.1% | +73.9% | -82.0% | -33.9% |
| 5Y | -24.3% | +57.9% | -82.2% | -42.8% |
| All | +52.4% | +222.7% | -170.3% | -23.5% |
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