+237.8%
PAA vs VT
+53.2%
+184.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -0.2% |
| 7D | -7.4% | -4.2% | -3.3% | -5.1% |
| 30D | +3.6% | -5.8% | +9.4% | +7.2% |
| 3M | +7.5% | -5.2% | +12.8% | +10.8% |
| 6M | +12.2% | +0.1% | +12.1% | +10.9% |
| YTD | +46.8% | +8.2% | +38.6% | +36.5% |
| 1Y | +61.2% | +10.1% | +51.1% | +47.7% |
| 3Y | +95.1% | +69.7% | +25.5% | +27.7% |
| 5Y | +237.8% | +53.4% | +184.4% | +140.5% |
| All | +237.8% | +53.2% | +184.6% | +140.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling