+113.3%
PCAR vs VIAV
+101.0%
+12.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +0.6% |
| 7D | +3.8% | +3.2% | +0.6% | +3.2% |
| 30D | -2.0% | -31.8% | +29.8% | +2.3% |
| 3M | -19.1% | -16.6% | -2.4% | -18.5% |
| 6M | -6.8% | -39.4% | +32.6% | -2.6% |
| YTD | -2.5% | +74.0% | -76.5% | -16.8% |
| 1Y | +9.7% | +70.8% | -61.1% | -6.3% |
| 3Y | +34.0% | +295.5% | -261.6% | -6.8% |
| 5Y | +113.3% | +103.3% | +10.0% | +63.4% |
| All | +113.3% | +101.0% | +12.4% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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