+1,269.9%
PAAS vs VICR
+1,002.9%
+266.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.5% | -7.9% | -3.0% |
| 7D | -2.9% | +0.4% | -3.3% | -3.0% |
| 30D | +6.8% | -13.9% | +20.7% | +8.2% |
| 3M | -2.9% | -38.4% | +35.5% | +1.0% |
| 6M | -16.4% | -7.2% | -9.2% | -17.7% |
| YTD | 0.0% | +72.0% | -72.0% | -7.8% |
| 1Y | +54.3% | +263.3% | -209.0% | +30.8% |
| 3Y | +230.7% | +173.3% | +57.4% | +177.6% |
| 5Y | +111.6% | +47.3% | +64.3% | +80.1% |
| 10Y | +211.7% | +1,495.2% | -1,283.5% | +102.1% |
| All | +1,269.9% | +1,002.9% | +266.9% | +729.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling