-2.9%
PCQ price history and return analytics
+15.2%
-18.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.1% |
| 7D | +2.1% | -0.3% | +2.4% | +2.2% |
| 30D | +8.6% | -1.4% | +10.1% | +9.1% |
| 3M | -4.3% | -1.4% | -2.9% | -3.9% |
| 6M | -3.2% | +5.5% | -8.7% | -4.8% |
| YTD | -1.5% | +12.8% | -14.3% | -5.1% |
| 1Y | -2.9% | +15.4% | -18.3% | -6.7% |
| All | -2.9% | +15.2% | -18.1% | -6.7% |
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