+162.4%
PCVX price history and return analytics
+137.4%
+25.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.3% | +2.3% |
| 7D | +4.5% | -0.7% | +5.2% | +5.3% |
| 30D | -2.9% | -1.7% | -1.1% | -1.1% |
| 3M | +15.9% | -2.3% | +18.2% | +18.8% |
| 6M | +27.1% | +1.5% | +25.6% | +25.7% |
| YTD | +48.7% | +12.0% | +36.7% | +34.4% |
| 1Y | +50.3% | +12.9% | +37.4% | +35.0% |
| 3Y | +42.5% | +74.9% | -32.4% | -14.3% |
| 5Y | +166.4% | +59.9% | +106.5% | +81.2% |
| All | +162.4% | +137.4% | +25.0% | +20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling