+71.3%
PAA vs VT
+215.5%
-144.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | -9.8% | -2.3% | -7.5% | -7.6% |
| 30D | +0.9% | -5.0% | +5.8% | +6.3% |
| 3M | +3.3% | -4.9% | +8.2% | +8.5% |
| 6M | +11.5% | -1.5% | +13.0% | +11.4% |
| YTD | +43.2% | +8.5% | +34.7% | +26.1% |
| 1Y | +56.6% | +11.4% | +45.2% | +33.4% |
| 3Y | +90.0% | +70.1% | +20.0% | -6.0% |
| 5Y | +229.4% | +53.7% | +175.7% | +83.8% |
| All | +71.3% | +215.5% | -144.2% | -57.4% |
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