+10.7%
PCAR vs VLTO
+21.0%
-10.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +3.8% | +1.6% | +2.2% | +3.4% |
| 30D | -2.0% | +22.0% | -23.9% | -6.5% |
| 3M | -19.1% | +21.9% | -41.0% | -22.9% |
| 6M | -6.8% | +36.5% | -43.3% | -13.7% |
| YTD | -2.5% | +19.0% | -21.5% | -7.0% |
| All | +10.7% | +21.0% | -10.3% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling