+12.2%
PCAR vs VUG
+4.9%
+7.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.4% |
| 7D | +3.7% | -3.0% | +6.7% | +4.9% |
| 30D | -2.9% | -6.4% | +3.5% | -0.3% |
| 3M | -21.7% | -3.2% | -18.5% | -20.9% |
| 6M | -6.6% | +3.1% | -9.8% | -8.8% |
| YTD | -2.2% | +6.3% | -8.5% | -7.3% |
| 1Y | +12.2% | +5.2% | +7.1% | +7.1% |
| All | +12.2% | +4.9% | +7.3% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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