+367.9%
PCAR vs VEU
+150.1%
+217.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.2% |
| 7D | -0.2% | +0.3% | -0.5% | -0.5% |
| 30D | -6.9% | +0.7% | -7.5% | -7.4% |
| 3M | +2.1% | +4.7% | -2.6% | -1.9% |
| 6M | +1.6% | +11.6% | -10.1% | -7.9% |
| YTD | +12.2% | +16.8% | -4.6% | -2.2% |
| 1Y | +28.0% | +24.9% | +3.2% | +5.3% |
| 3Y | +61.0% | +75.7% | -14.8% | -2.5% |
| 5Y | +163.9% | +56.1% | +107.8% | +76.8% |
| 10Y | +367.9% | +153.6% | +214.3% | +100.6% |
| All | +367.9% | +150.1% | +217.8% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling