+199.3%
PAAS vs VIG
+67.2%
+132.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -8.9% | +3.5% | -12.4% | -12.8% |
| 30D | -11.4% | +4.9% | -16.3% | -16.7% |
| 3M | -20.4% | +2.5% | -23.0% | -22.9% |
| 6M | -40.7% | +11.0% | -51.7% | -47.7% |
| YTD | -26.9% | +16.0% | -42.9% | -38.4% |
| 1Y | -3.1% | +17.5% | -20.6% | -19.3% |
| 3Y | +199.3% | +67.0% | +132.3% | +30.1% |
| All | +199.3% | +67.2% | +132.1% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling