-87.3%
PCT price history and return analytics
+53.4%
-140.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +0.2% | -11.7% | -11.9% |
| 7D | -50.4% | -2.3% | -48.1% | -46.5% |
| 30D | -56.2% | -5.0% | -51.2% | -50.0% |
| 3M | -75.8% | -4.9% | -70.9% | -72.2% |
| 6M | -78.1% | -1.5% | -76.6% | -76.5% |
| YTD | -80.6% | +8.5% | -89.1% | -82.9% |
| 1Y | -82.7% | +11.4% | -94.0% | -85.4% |
| 3Y | -59.7% | +70.1% | -129.8% | -83.8% |
| All | -87.3% | +53.4% | -140.7% | -93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling