+12,304.7%
PCAR vs VSH
+1,203.4%
+11,101.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.7% | -8.1% | -4.0% |
| 7D | +0.1% | -12.9% | +13.0% | +3.2% |
| 30D | -4.6% | -36.9% | +32.3% | +6.4% |
| 3M | -22.6% | -28.8% | +6.2% | -17.2% |
| 6M | -12.0% | -30.3% | +18.3% | -9.0% |
| YTD | -6.1% | +62.4% | -68.5% | -24.4% |
| 1Y | +6.3% | +62.5% | -56.2% | -14.6% |
| 3Y | +31.8% | +7.4% | +24.4% | +13.7% |
| 5Y | +104.2% | +25.4% | +78.7% | +66.3% |
| 10Y | +302.9% | +102.6% | +200.3% | +173.4% |
| All | +12,304.7% | +1,203.4% | +11,101.3% | +3,992.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling