+183.6%
PAAS vs VCLT
+16.8%
+166.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +8.4% | +0.3% | +8.1% | +8.2% |
| 30D | -7.2% | +3.7% | -10.8% | -9.9% |
| 3M | -14.0% | -1.0% | -13.1% | -13.3% |
| 6M | -26.8% | -3.4% | -23.4% | -24.7% |
| YTD | -19.8% | -2.6% | -17.2% | -17.9% |
| 1Y | +22.8% | -3.3% | +26.1% | +26.2% |
| 3Y | +183.6% | +17.3% | +166.3% | +165.5% |
| All | +183.6% | +16.8% | +166.8% | +165.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling