-14.3%
PCQ price history and return analytics
+224.4%
-238.6%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | +6.4% | -1.7% | +8.2% | +6.9% |
| 3M | -6.0% | -2.3% | -3.7% | -5.4% |
| 6M | -5.4% | +1.5% | -7.0% | -6.0% |
| YTD | -1.9% | +12.0% | -13.9% | -5.4% |
| 1Y | -3.5% | +12.9% | -16.4% | -7.2% |
| 3Y | +5.3% | +74.9% | -69.6% | -12.5% |
| 5Y | -47.7% | +59.9% | -107.6% | -55.4% |
| 10Y | -14.3% | +224.6% | -238.9% | -46.7% |
| All | -14.3% | +224.4% | -238.6% | -46.7% |
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 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