+186.4%
PAAS vs VCLT
+20.2%
+166.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.6% |
| 7D | +8.8% | +1.2% | +7.6% | +7.6% |
| 30D | -8.5% | +3.4% | -11.8% | -11.5% |
| 3M | -17.0% | -0.9% | -16.1% | -16.2% |
| 6M | -27.9% | -3.1% | -24.7% | -25.4% |
| YTD | -17.5% | -2.4% | -15.1% | -15.2% |
| 1Y | +22.8% | -2.7% | +25.5% | +26.5% |
| 3Y | +224.2% | +16.9% | +207.4% | +175.2% |
| 5Y | +73.6% | -17.0% | +90.6% | +108.0% |
| 10Y | +186.4% | +22.1% | +164.2% | +70.2% |
| All | +186.4% | +20.2% | +166.1% | +70.2% |
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