+162.1%
PCAR vs VSH
+74.2%
+87.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.1% | -6.0% | -1.4% |
| 7D | -1.6% | +4.8% | -6.3% | -2.8% |
| 30D | -6.4% | -0.7% | -5.7% | -6.4% |
| 3M | +4.7% | -43.1% | +47.7% | +19.1% |
| 6M | +4.5% | +91.8% | -87.3% | -20.0% |
| YTD | +13.0% | +131.6% | -118.6% | -19.2% |
| 1Y | +23.6% | +118.1% | -94.5% | -10.7% |
| 3Y | +60.7% | +40.9% | +19.8% | +29.3% |
| All | +162.1% | +74.2% | +87.9% | +84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling