+61.6%
VEA vs PCAR
+168.1%
-106.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | +1.0% | -0.5% | +1.5% | +1.1% |
| 30D | +1.9% | -6.2% | +8.2% | +4.1% |
| 3M | +3.2% | +5.9% | -2.7% | +1.0% |
| 6M | +10.2% | +0.4% | +9.8% | +9.5% |
| YTD | +18.9% | +14.8% | +4.1% | +13.1% |
| 1Y | +29.3% | +30.1% | -0.8% | +17.8% |
| 3Y | +76.8% | +66.7% | +10.1% | +40.9% |
| All | +61.6% | +168.1% | -106.4% | +1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling