+77.6%
V vs PCAR
+34.2%
+43.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.9% |
| 7D | +2.9% | +2.2% | +0.8% | +2.5% |
| 30D | +14.0% | -4.4% | +18.4% | +15.0% |
| 3M | +14.9% | -21.4% | +36.3% | +20.5% |
| 6M | +31.7% | -7.3% | +39.1% | +33.1% |
| YTD | +21.2% | -3.8% | +25.0% | +20.8% |
| 1Y | +25.3% | +6.3% | +19.0% | +21.5% |
| All | +77.6% | +34.2% | +43.3% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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