+538.8%
PCAR vs VEU
+176.1%
+362.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.9% | +0.9% |
| 7D | +2.9% | +0.8% | +2.2% | +2.1% |
| 30D | -2.1% | -1.6% | -0.5% | -0.6% |
| 3M | -20.4% | -4.2% | -16.2% | -17.1% |
| 6M | -7.0% | -1.5% | -5.5% | -6.0% |
| YTD | -2.6% | +11.7% | -14.3% | -13.6% |
| 1Y | +9.8% | +15.6% | -5.8% | -5.8% |
| 3Y | +37.3% | +71.7% | -34.5% | -21.8% |
| 5Y | +116.4% | +49.5% | +67.0% | +40.3% |
| 10Y | +293.0% | +145.6% | +147.3% | +49.2% |
| All | +538.8% | +176.1% | +362.7% | +116.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling