+50.8%
PAAS vs VIG
+14.1%
+36.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.3% | +4.8% |
| 7D | +2.6% | -1.2% | +3.8% | +5.1% |
| 30D | +2.5% | -2.8% | +5.3% | +8.5% |
| 3M | +15.1% | +2.5% | +12.6% | +9.2% |
| 6M | -12.1% | +8.1% | -20.2% | -24.3% |
| YTD | +3.1% | +9.6% | -6.5% | -12.7% |
| 1Y | +50.8% | +14.2% | +36.7% | +16.5% |
| All | +50.8% | +14.1% | +36.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling