+116.1%
PAAS vs VCLT
-15.1%
+131.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | +2.0% | +0.3% | +1.7% | +1.7% |
| 30D | -0.1% | -0.6% | +0.5% | +0.4% |
| 3M | +8.2% | -2.2% | +10.5% | +10.5% |
| 6M | -13.8% | -2.9% | -10.9% | -11.2% |
| YTD | -0.6% | -2.1% | +1.4% | +1.5% |
| 1Y | +44.0% | -2.6% | +46.6% | +47.8% |
| 3Y | +246.6% | +12.5% | +234.1% | +208.2% |
| 5Y | +116.1% | -15.3% | +131.4% | +119.8% |
| All | +116.1% | -15.1% | +131.2% | +119.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling