+59.6%
PCAR vs VTEB
+9.0%
+50.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | -0.2% | -0.7% | +0.5% | +0.5% |
| 30D | -6.9% | -2.1% | -4.8% | -5.0% |
| 3M | +2.1% | -2.7% | +4.8% | +4.8% |
| 6M | +1.6% | -2.1% | +3.7% | +3.7% |
| YTD | +12.2% | -1.1% | +13.4% | +13.9% |
| 1Y | +28.0% | +1.3% | +26.7% | +28.0% |
| All | +59.6% | +9.0% | +50.7% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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