+164.2%
PCAR vs VTRS
+40.7%
+123.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | -1.6% | -3.3% | +1.7% | -0.7% |
| 30D | -7.3% | +1.4% | -8.6% | -7.6% |
| 3M | +7.8% | +4.6% | +3.2% | +6.3% |
| 6M | +3.6% | +18.1% | -14.5% | -1.2% |
| YTD | +12.9% | +34.7% | -21.8% | +3.8% |
| 1Y | +27.3% | +65.6% | -38.3% | +10.9% |
| 3Y | +61.9% | +83.8% | -21.9% | +32.4% |
| 5Y | +164.2% | +46.5% | +117.7% | +111.1% |
| All | +164.2% | +40.7% | +123.5% | +111.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling