+424.4%
PCAR vs VEEV
+623.9%
-199.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.4% | +0.6% |
| 7D | -0.5% | -0.6% | +0.1% | -0.4% |
| 30D | -6.2% | +28.8% | -35.1% | -10.0% |
| 3M | +5.9% | +54.0% | -48.1% | -1.3% |
| 6M | +0.4% | +46.0% | -45.6% | -6.1% |
| YTD | +14.8% | +23.2% | -8.4% | +10.1% |
| 1Y | +30.1% | +1.9% | +28.2% | +28.3% |
| 3Y | +66.7% | +27.0% | +39.6% | +56.3% |
| 5Y | +166.1% | -13.4% | +179.5% | +158.6% |
| 10Y | +353.7% | +575.2% | -221.6% | +196.2% |
| All | +424.4% | +623.9% | -199.5% | +223.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling