+293.0%
PCAR price history and return analytics
+223.7%
+69.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +1.2% |
| 7D | +2.9% | +0.4% | +2.5% | +2.5% |
| 30D | -2.1% | -2.6% | +0.5% | +0.2% |
| 3M | -20.4% | -3.2% | -17.1% | -18.0% |
| 6M | -7.0% | +0.9% | -7.9% | -8.0% |
| YTD | -2.6% | +11.3% | -14.0% | -12.1% |
| 1Y | +9.8% | +14.0% | -4.2% | -3.1% |
| 3Y | +37.3% | +75.8% | -38.6% | -19.2% |
| 5Y | +116.4% | +57.8% | +58.6% | +40.3% |
| 10Y | +293.0% | +219.8% | +73.2% | +10.6% |
| All | +293.0% | +223.7% | +69.3% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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