-100.0%
PWCM price history and return analytics
+221.8%
-321.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.6% | +3.7% |
| 7D | -5.9% | +2.4% | -8.2% | -8.8% |
| 30D | -26.9% | -1.5% | -25.4% | -24.6% |
| 3M | -67.3% | -4.1% | -63.2% | -64.7% |
| 6M | -91.0% | +0.6% | -91.6% | -90.8% |
| YTD | -95.5% | +11.0% | -106.6% | -95.9% |
| 1Y | -98.2% | +13.3% | -111.5% | -98.4% |
| 3Y | -99.2% | +73.4% | -172.5% | -99.5% |
| 5Y | -100.0% | +57.4% | -157.4% | -100.0% |
| All | -100.0% | +221.8% | -321.8% | -100.0% |
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