+116.1%
PAAS vs VIG
+63.6%
+52.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | +0.1% |
| 7D | +2.0% | -0.4% | +2.4% | +2.4% |
| 30D | -0.1% | -2.1% | +2.0% | +2.1% |
| 3M | +8.2% | +3.3% | +4.9% | +4.9% |
| 6M | -13.8% | +9.3% | -23.1% | -20.6% |
| YTD | -0.6% | +10.1% | -10.8% | -8.9% |
| 1Y | +44.0% | +14.7% | +29.3% | +27.5% |
| 3Y | +246.6% | +56.9% | +189.6% | +130.9% |
| 5Y | +116.1% | +62.9% | +53.2% | +35.9% |
| All | +116.1% | +63.6% | +52.5% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling