+13.2%
PCAR vs VTRS
+96.7%
-83.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | +4.9% | +4.6% | +0.4% | +4.0% |
| 30D | -1.4% | +19.4% | -20.8% | -5.1% |
| 3M | -18.1% | +30.8% | -48.9% | -22.9% |
| 6M | -4.0% | +21.6% | -25.7% | -8.3% |
| YTD | -1.5% | +71.2% | -72.6% | -15.7% |
| 1Y | +13.2% | +97.6% | -84.4% | -10.6% |
| All | +13.2% | +96.7% | -83.5% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling