+70.8%
PAAS vs VFC
-67.4%
+138.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.3% | +1.4% |
| 7D | +8.4% | +11.2% | -2.8% | +6.6% |
| 30D | -7.2% | +41.5% | -48.7% | -12.4% |
| 3M | -14.0% | +38.9% | -53.0% | -18.7% |
| 6M | -26.8% | +6.1% | -32.9% | -28.1% |
| YTD | -19.8% | +14.5% | -34.3% | -22.2% |
| 1Y | +22.8% | +46.0% | -23.1% | +15.0% |
| 3Y | +183.6% | +36.4% | +147.3% | +148.9% |
| All | +70.8% | -67.4% | +138.2% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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