+239.7%
PAAS vs VCLT
+16.9%
+222.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.9% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | +2.5% | +0.1% | +2.4% | +2.4% |
| 3M | +15.1% | -2.9% | +18.0% | +18.5% |
| 6M | -12.1% | -4.0% | -8.1% | -8.1% |
| YTD | +3.1% | -2.2% | +5.3% | +5.7% |
| 1Y | +50.8% | -2.6% | +53.4% | +55.1% |
| 3Y | +259.5% | +12.3% | +247.2% | +217.1% |
| 5Y | +126.3% | -16.4% | +142.7% | +169.2% |
| 10Y | +239.7% | +18.1% | +221.7% | +123.0% |
| All | +239.7% | +16.9% | +222.8% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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