+294.1%
PAA vs VT
+66.2%
+227.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.9% | +0.4% | +0.4% | +0.6% |
| 30D | +10.9% | +1.0% | +9.9% | +10.1% |
| 3M | +14.0% | +2.4% | +11.7% | +11.8% |
| 6M | +22.0% | +12.0% | +10.0% | +11.7% |
| YTD | +51.5% | +15.3% | +36.1% | +35.4% |
| 1Y | +59.5% | +22.6% | +37.0% | +35.6% |
| 3Y | +109.8% | +74.7% | +35.1% | +34.5% |
| All | +294.1% | +66.2% | +227.9% | +168.1% |
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