+22.3%
PAAA vs VT
+61.9%
-39.6%
-1.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +0.1% | -2.3% | +2.4% | +0.1% |
| 30D | +0.4% | -5.0% | +5.4% | +0.5% |
| 3M | +1.2% | -4.9% | +6.1% | +1.3% |
| 6M | +2.3% | -1.5% | +3.9% | +2.4% |
| YTD | +4.1% | +8.5% | -4.4% | +3.8% |
| 1Y | +4.8% | +11.4% | -6.5% | +4.5% |
| 3Y | +19.8% | +70.1% | -50.2% | +18.7% |
| All | +22.3% | +61.9% | -39.6% | +21.2% |
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