+14,632.7%
PCAR vs VICR
+12,032.5%
+2,600.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.5% | -5.3% | -0.8% |
| 7D | -0.5% | +0.4% | -0.9% | -0.7% |
| 30D | -6.2% | -13.9% | +7.7% | -4.3% |
| 3M | +5.9% | -38.4% | +44.3% | +12.4% |
| 6M | +0.4% | -7.2% | +7.6% | -3.3% |
| YTD | +14.8% | +72.0% | -57.2% | -1.6% |
| 1Y | +30.1% | +263.3% | -233.2% | -3.8% |
| 3Y | +66.7% | +173.3% | -106.6% | +20.9% |
| 5Y | +166.1% | +47.3% | +118.8% | +95.7% |
| 10Y | +353.7% | +1,495.2% | -1,141.5% | +90.3% |
| All | +14,632.7% | +12,032.5% | +2,600.2% | +3,315.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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