+367.2%
PCAR vs VO
+194.4%
+172.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -0.5% | -0.3% | -0.2% | -0.3% |
| 30D | -6.2% | -0.3% | -5.9% | -5.9% |
| 3M | +5.9% | +2.9% | +3.0% | +3.4% |
| 6M | +0.4% | +9.3% | -8.9% | -6.9% |
| YTD | +14.8% | +14.2% | +0.6% | +2.6% |
| 1Y | +30.1% | +15.3% | +14.8% | +15.5% |
| 3Y | +66.7% | +56.2% | +10.4% | +14.6% |
| 5Y | +166.1% | +42.4% | +123.7% | +95.6% |
| All | +367.2% | +194.4% | +172.8% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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