+295.0%
PCAR vs VSAT
-5.6%
+300.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.4% |
| 7D | +2.2% | +12.5% | -10.3% | +0.7% |
| 30D | +0.3% | +11.0% | -10.7% | -1.5% |
| 3M | -17.9% | -11.1% | -6.8% | -17.6% |
| 6M | -3.4% | +2.8% | -6.2% | -5.9% |
| YTD | -0.1% | +118.0% | -118.1% | -12.2% |
| 1Y | +13.4% | +97.1% | -83.7% | +0.5% |
| 3Y | +37.2% | +296.8% | -259.6% | +0.5% |
| 5Y | +117.3% | +38.7% | +78.7% | +83.6% |
| 10Y | +295.0% | -7.4% | +302.4% | +221.9% |
| All | +295.0% | -5.6% | +300.5% | +221.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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