-26.8%
PAAS vs VIG
+6.8%
-33.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +2.2% |
| 7D | +8.4% | -1.8% | +10.2% | +11.5% |
| 30D | -7.2% | +2.7% | -9.8% | -13.9% |
| 3M | -14.0% | 0.0% | -14.0% | -15.2% |
| 6M | -26.8% | +6.8% | -33.5% | -38.9% |
| All | -26.8% | +6.8% | -33.6% | -38.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling