+93.0%
PAAS vs VEU
+168.5%
-75.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | +8.4% | -1.6% | +10.0% | +10.2% |
| 30D | -7.2% | -4.3% | -2.8% | -2.9% |
| 3M | -14.0% | -5.8% | -8.2% | -8.5% |
| 6M | -26.8% | -4.4% | -22.4% | -22.6% |
| YTD | -19.8% | +8.7% | -28.4% | -23.8% |
| 1Y | +22.8% | +12.6% | +10.2% | +13.1% |
| 3Y | +183.6% | +65.2% | +118.4% | +89.2% |
| 5Y | +73.8% | +45.5% | +28.3% | +30.6% |
| 10Y | +185.6% | +142.7% | +42.8% | +33.4% |
| All | +93.0% | +168.5% | -75.6% | -20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling