+129.0%
PCVX price history and return analytics
+65.7%
+63.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -3.4% | -0.1% | -3.2% | -3.2% |
| 30D | +2.1% | -0.7% | +2.8% | +2.7% |
| 3M | +26.9% | +4.0% | +22.9% | +22.5% |
| 6M | +0.3% | +12.3% | -12.0% | -9.7% |
| YTD | +29.0% | +14.0% | +15.0% | +14.6% |
| 1Y | +81.9% | +20.3% | +61.6% | +54.1% |
| 3Y | +17.4% | +75.4% | -58.0% | -28.8% |
| 5Y | +129.0% | +66.0% | +63.0% | +63.4% |
| All | +129.0% | +65.7% | +63.3% | +63.4% |
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 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