-13.3%
PCOR price history and return analytics
+71.4%
-84.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.5% |
| 7D | +20.7% | -0.1% | +20.9% | +20.9% |
| 30D | +35.7% | -3.1% | +38.7% | +42.3% |
| 3M | +31.1% | -3.5% | +34.6% | +38.4% |
| 6M | +43.1% | +0.5% | +42.7% | +40.3% |
| YTD | +4.8% | +10.8% | -5.9% | -14.5% |
| 1Y | -3.7% | +11.9% | -15.6% | -22.8% |
| 3Y | +46.5% | +73.0% | -26.4% | -44.4% |
| 5Y | -17.3% | +58.6% | -75.9% | -60.9% |
| All | -13.3% | +71.4% | -84.7% | -59.3% |
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