+239.7%
PAAS vs VEU
+150.1%
+89.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +4.5% |
| 7D | +2.6% | +0.3% | +2.3% | +2.3% |
| 30D | +2.5% | +0.7% | +1.8% | +1.9% |
| 3M | +15.1% | +4.7% | +10.4% | +10.2% |
| 6M | -12.1% | +11.6% | -23.7% | -20.4% |
| YTD | +3.1% | +16.8% | -13.7% | -10.1% |
| 1Y | +50.8% | +24.9% | +26.0% | +23.9% |
| 3Y | +259.5% | +75.7% | +183.8% | +119.2% |
| 5Y | +126.3% | +56.1% | +70.2% | +51.4% |
| 10Y | +239.7% | +153.6% | +86.1% | +18.9% |
| All | +239.7% | +150.1% | +89.7% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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