+78.1%
VOO vs PCAR
+35.4%
+42.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +2.6% | +4.9% | -2.4% | +1.2% |
| 30D | -2.0% | -1.4% | -0.6% | -1.7% |
| 3M | -2.8% | -18.1% | +15.4% | +2.6% |
| 6M | +2.2% | -4.0% | +6.2% | +2.7% |
| YTD | +11.5% | -1.5% | +13.0% | +10.8% |
| 1Y | +13.5% | +13.2% | +0.3% | +8.1% |
| 3Y | +78.1% | +35.8% | +42.3% | +53.5% |
| All | +78.1% | +35.4% | +42.7% | +53.5% |
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