-83.1%
PCT price history and return analytics
+57.4%
-140.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.7% | +2.6% | +21.1% | +18.2% |
| 7D | -36.6% | +0.4% | -37.0% | -34.8% |
| 30D | -47.4% | -2.6% | -44.9% | -42.5% |
| 3M | -71.4% | -3.2% | -68.2% | -68.2% |
| 6M | -78.4% | +0.9% | -79.3% | -77.8% |
| YTD | -76.0% | +11.3% | -87.3% | -79.8% |
| 1Y | -80.5% | +14.0% | -94.5% | -84.2% |
| 3Y | -33.3% | +75.8% | -109.2% | -74.7% |
| 5Y | -83.1% | +57.8% | -141.0% | -91.1% |
| All | -83.1% | +57.4% | -140.5% | -91.1% |
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