+1,606.2%
PCAR vs VO
+827.2%
+779.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | -0.5% | -0.3% | -0.2% | -0.2% |
| 30D | -6.2% | -0.3% | -5.9% | -5.9% |
| 3M | +5.9% | +2.9% | +3.0% | +2.7% |
| 6M | +0.4% | +9.3% | -8.9% | -8.9% |
| YTD | +14.8% | +14.2% | +0.6% | -0.7% |
| 1Y | +30.1% | +15.3% | +14.8% | +11.5% |
| 3Y | +66.7% | +56.2% | +10.4% | +1.3% |
| 5Y | +166.1% | +42.4% | +123.7% | +74.4% |
| 10Y | +353.7% | +194.7% | +158.9% | +17.6% |
| All | +1,606.2% | +827.2% | +779.0% | +16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling