+162.2%
PAAS vs RVMD
+636.2%
-474.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.6% | +3.7% |
| 7D | +2.6% | -0.7% | +3.4% | +2.7% |
| 30D | +2.5% | +0.3% | +2.1% | +2.4% |
| 3M | +15.1% | +38.9% | -23.8% | +10.1% |
| 6M | -12.1% | +108.1% | -120.2% | -21.2% |
| YTD | +3.1% | +160.7% | -157.7% | -11.6% |
| 1Y | +50.8% | +407.3% | -356.4% | +16.4% |
| 3Y | +259.5% | +546.6% | -287.1% | +156.9% |
| 5Y | +126.3% | +579.8% | -453.5% | +52.0% |
| All | +162.2% | +636.2% | -474.0% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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