-99.8%
PWCM price history and return analytics
+65.7%
-165.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +3.0% |
| 7D | +7.2% | -0.1% | +7.3% | +7.7% |
| 30D | -22.7% | -0.7% | -22.1% | -21.3% |
| 3M | -78.2% | +4.0% | -82.2% | -79.6% |
| 6M | -87.9% | +12.3% | -100.2% | -90.3% |
| YTD | -89.3% | +14.0% | -103.3% | -91.5% |
| 1Y | -95.7% | +20.3% | -116.1% | -96.9% |
| 3Y | -98.6% | +75.4% | -174.1% | -99.4% |
| 5Y | -99.8% | +66.0% | -165.8% | -99.9% |
| All | -99.8% | +65.7% | -165.5% | -99.9% |
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 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