+70.4%
PCAR vs VSH
+24.4%
+46.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.3% | -0.8% |
| 7D | -0.5% | +4.1% | -4.6% | -1.4% |
| 30D | -6.2% | -4.2% | -2.1% | -5.6% |
| 3M | +5.9% | -50.0% | +55.9% | +22.2% |
| 6M | +0.4% | +80.2% | -79.8% | -19.5% |
| YTD | +14.8% | +121.1% | -106.3% | -13.7% |
| 1Y | +30.1% | +112.0% | -81.9% | -1.9% |
| All | +70.4% | +24.4% | +46.0% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling