+61.8%
PCAR vs VEEV
+18.9%
+42.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +2.0% | -1.5% |
| 7D | 0.0% | -5.2% | +5.2% | +0.5% |
| 30D | -7.7% | +14.9% | -22.6% | -9.0% |
| 3M | +3.7% | +58.4% | -54.7% | -1.2% |
| 6M | +2.3% | +35.5% | -33.2% | -0.6% |
| YTD | +12.8% | +18.6% | -5.8% | +11.9% |
| 1Y | +27.8% | -6.3% | +34.1% | +31.6% |
| 3Y | +61.8% | +20.2% | +41.6% | +57.0% |
| All | +61.8% | +18.9% | +42.9% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 3y: compounded portfolio wealth divided by compounded VEEV 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…
3y analysis · Full analysis span regression · 6 months rolling