+827.8%
VOO vs PCAR
+619.7%
+208.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | +0.1% | -0.5% | +0.6% | +0.3% |
| 30D | +0.1% | -6.2% | +6.3% | +2.8% |
| 3M | +2.0% | +5.9% | -3.9% | -0.9% |
| 6M | +13.0% | +0.4% | +12.6% | +11.9% |
| YTD | +13.6% | +14.8% | -1.2% | +5.8% |
| 1Y | +20.1% | +30.1% | -10.0% | +5.3% |
| 3Y | +77.6% | +66.7% | +10.9% | +35.3% |
| 5Y | +82.4% | +166.1% | -83.7% | +10.1% |
| 10Y | +316.8% | +353.7% | -36.8% | +90.1% |
| All | +827.8% | +619.7% | +208.1% | +200.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling