-79.8%
PCT price history and return analytics
+13.3%
-93.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.1% | -7.2% | -9.0% |
| 7D | -28.3% | -0.7% | -27.6% | -24.4% |
| 30D | -44.4% | -1.7% | -42.7% | -40.2% |
| 3M | -73.9% | -2.3% | -71.6% | -71.4% |
| 6M | -79.8% | +1.5% | -81.3% | -79.2% |
| YTD | -76.7% | +12.0% | -88.8% | -81.0% |
| 1Y | -79.8% | +12.9% | -92.6% | -84.0% |
| All | -79.8% | +13.3% | -93.0% | -84.0% |
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