+172.3%
PCAR vs VOO
+82.6%
+89.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.5% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -6.2% | +0.1% | -6.3% | -6.3% |
| 3M | +5.9% | +2.0% | +3.9% | +4.2% |
| 6M | +0.4% | +13.0% | -12.6% | -9.3% |
| YTD | +14.8% | +13.6% | +1.2% | +3.3% |
| 1Y | +30.1% | +20.1% | +10.0% | +11.8% |
| 3Y | +66.7% | +77.6% | -10.9% | +4.6% |
| All | +172.3% | +82.6% | +89.7% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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