+196.2%
PAAS vs VEU
+149.9%
+46.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -8.9% | +2.1% | -11.0% | -10.8% |
| 30D | -11.4% | -0.9% | -10.5% | -10.3% |
| 3M | -20.4% | -5.4% | -15.1% | -15.2% |
| 6M | -40.7% | -1.8% | -38.9% | -38.7% |
| YTD | -26.9% | +10.9% | -37.9% | -32.2% |
| 1Y | -3.1% | +13.6% | -16.6% | -12.0% |
| 3Y | +199.3% | +69.3% | +130.0% | +92.8% |
| 5Y | +48.3% | +48.1% | +0.2% | +5.8% |
| All | +196.2% | +149.9% | +46.3% | +0.7% |
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