-13.3%
PCQ price history and return analytics
+221.8%
-235.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -3.7% | +2.4% | -6.1% | -4.4% |
| 30D | +4.4% | -1.5% | +5.9% | +4.8% |
| 3M | -8.4% | -4.1% | -4.2% | -7.2% |
| 6M | -6.3% | +0.6% | -6.8% | -6.6% |
| YTD | -4.2% | +11.0% | -15.3% | -7.5% |
| 1Y | -5.9% | +13.3% | -19.3% | -9.7% |
| 3Y | +2.9% | +73.4% | -70.5% | -14.3% |
| 5Y | -49.0% | +57.4% | -106.5% | -56.4% |
| All | -13.3% | +221.8% | -235.0% | -45.2% |
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