-46.6%
PCTY price history and return analytics
+66.2%
-112.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.1% |
| 7D | -8.0% | +1.0% | -9.0% | -9.1% |
| 30D | -4.6% | -0.2% | -4.3% | -4.3% |
| 3M | +28.1% | +4.5% | +23.5% | +20.4% |
| 6M | +19.5% | +14.1% | +5.5% | -0.9% |
| YTD | -5.9% | +14.8% | -20.6% | -23.3% |
| 1Y | -17.0% | +21.2% | -38.2% | -37.6% |
| 3Y | -26.5% | +76.6% | -103.1% | -69.4% |
| 5Y | -46.6% | +66.6% | -113.2% | -74.3% |
| All | -46.6% | +66.2% | -112.8% | -74.3% |
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