+116.4%
PCAR vs VEEV
-4.3%
+120.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.6% |
| 7D | +2.9% | -0.2% | +3.1% | +2.9% |
| 30D | -2.1% | +3.5% | -5.6% | -2.5% |
| 3M | -20.4% | +32.9% | -53.3% | -23.2% |
| 6M | -7.0% | +84.2% | -91.2% | -14.4% |
| YTD | -2.6% | +37.3% | -39.9% | -6.6% |
| 1Y | +9.8% | +3.9% | +5.9% | +9.9% |
| 3Y | +37.3% | +83.9% | -46.7% | +24.0% |
| 5Y | +116.4% | -4.3% | +120.7% | +97.1% |
| All | +116.4% | -4.3% | +120.7% | +97.1% |
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