-100.0%
PWCM price history and return analytics
+59.8%
-159.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.5% | -0.7% |
| 7D | -14.5% | -0.7% | -13.8% | -12.1% |
| 30D | -41.8% | -1.7% | -40.0% | -38.6% |
| 3M | -67.9% | -2.3% | -65.6% | -65.6% |
| 6M | -91.6% | +1.5% | -93.1% | -91.6% |
| YTD | -95.6% | +12.0% | -107.7% | -96.3% |
| 1Y | -98.2% | +12.9% | -111.1% | -98.5% |
| 3Y | -99.2% | +74.9% | -174.1% | -99.7% |
| 5Y | -100.0% | +59.9% | -159.9% | -100.0% |
| All | -100.0% | +59.8% | -159.7% | -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 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