+227.4%
PCTY price history and return analytics
+226.9%
+0.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.6% |
| 7D | -7.5% | -2.0% | -5.5% | -5.1% |
| 30D | -1.5% | -1.4% | -0.1% | +0.3% |
| 3M | +28.0% | +4.7% | +23.2% | +19.2% |
| 6M | +24.7% | +11.4% | +13.4% | +5.5% |
| YTD | -6.3% | +13.1% | -19.4% | -23.1% |
| 1Y | -15.6% | +19.0% | -34.6% | -35.7% |
| 3Y | -26.9% | +73.9% | -100.8% | -68.0% |
| 5Y | -46.2% | +65.4% | -111.6% | -73.6% |
| All | +227.4% | +226.9% | +0.5% | -42.4% |
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