+70.8%
PAAS vs VEU
+45.1%
+25.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.2% |
| 7D | +8.4% | -1.6% | +10.0% | +11.0% |
| 30D | -7.2% | -4.3% | -2.8% | -0.8% |
| 3M | -14.0% | -5.8% | -8.2% | -5.7% |
| 6M | -26.8% | -4.4% | -22.4% | -20.9% |
| YTD | -19.8% | +8.7% | -28.4% | -25.9% |
| 1Y | +22.8% | +12.6% | +10.2% | +8.5% |
| 3Y | +183.6% | +65.2% | +118.4% | +58.9% |
| All | +70.8% | +45.1% | +25.7% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling