+294.5%
VTI vs PCAR
+373.9%
-79.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.9% |
| 7D | -2.0% | -1.6% | -0.5% | -1.4% |
| 30D | -1.9% | -7.3% | +5.3% | +1.2% |
| 3M | +4.5% | +7.8% | -3.3% | +0.7% |
| 6M | +12.6% | +3.6% | +9.0% | +9.9% |
| YTD | +12.0% | +12.9% | -0.9% | +4.9% |
| 1Y | +17.3% | +27.3% | -10.0% | +3.6% |
| 3Y | +75.3% | +61.9% | +13.5% | +33.7% |
| 5Y | +74.0% | +164.2% | -90.1% | +2.1% |
| All | +294.5% | +373.9% | -79.3% | +75.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling