+168.2%
PCAR vs VEEV
-14.3%
+182.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +2.0% | -1.3% |
| 7D | 0.0% | -5.2% | +5.2% | +0.7% |
| 30D | -7.7% | +14.9% | -22.6% | -9.5% |
| 3M | +3.7% | +58.4% | -54.7% | -2.6% |
| 6M | +2.3% | +35.5% | -33.2% | -2.1% |
| YTD | +12.8% | +18.6% | -5.8% | +10.1% |
| 1Y | +27.8% | -6.3% | +34.1% | +29.2% |
| 3Y | +61.8% | +20.2% | +41.6% | +54.9% |
| 5Y | +168.2% | -13.8% | +182.0% | +148.2% |
| All | +168.2% | -14.3% | +182.5% | +148.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling