+239.7%
PAAS vs VICR
+1,508.7%
-1,268.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.9% | +8.6% | +4.3% |
| 7D | +2.6% | +1.3% | +1.4% | +2.4% |
| 30D | +2.5% | -11.9% | +14.4% | +3.7% |
| 3M | +15.1% | -35.1% | +50.2% | +19.6% |
| 6M | -12.1% | +8.1% | -20.2% | -15.2% |
| YTD | +3.1% | +67.8% | -64.7% | -6.1% |
| 1Y | +50.8% | +267.3% | -216.5% | +24.5% |
| 3Y | +259.5% | +191.2% | +68.3% | +190.1% |
| 5Y | +126.3% | +48.1% | +78.2% | +86.1% |
| 10Y | +239.7% | +1,546.1% | -1,306.4% | +155.9% |
| All | +239.7% | +1,508.7% | -1,268.9% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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