+172.3%
PCAR vs VCIT
+4.1%
+168.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.5% | -0.3% | -0.2% | -0.3% |
| 30D | -6.2% | -0.8% | -5.5% | -5.7% |
| 3M | +5.9% | -1.0% | +6.9% | +6.7% |
| 6M | +0.4% | -1.8% | +2.2% | +1.7% |
| YTD | +14.8% | -0.7% | +15.5% | +15.5% |
| 1Y | +30.1% | +1.0% | +29.1% | +29.6% |
| 3Y | +66.7% | +18.8% | +47.8% | +52.2% |
| All | +172.3% | +4.1% | +168.2% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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