+168.2%
PCAR vs VTR
+91.4%
+76.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.7% |
| 7D | 0.0% | -2.4% | +2.4% | +0.6% |
| 30D | -7.7% | -3.7% | -4.0% | -7.0% |
| 3M | +3.7% | +13.5% | -9.8% | +0.4% |
| 6M | +2.3% | +7.2% | -4.9% | +0.2% |
| YTD | +12.8% | +17.6% | -4.8% | +7.9% |
| 1Y | +27.8% | +35.4% | -7.6% | +17.7% |
| 3Y | +61.8% | +132.8% | -71.1% | +25.2% |
| 5Y | +168.2% | +88.7% | +79.5% | +115.6% |
| All | +168.2% | +91.4% | +76.8% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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