+176.3%
PAAS vs VIG
+623.5%
-447.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -2.9% | -0.4% | -2.5% | -2.5% |
| 30D | +6.8% | -1.0% | +7.8% | +7.7% |
| 3M | -2.9% | +2.8% | -5.7% | -4.8% |
| 6M | -16.4% | +8.2% | -24.6% | -21.2% |
| YTD | 0.0% | +11.0% | -11.0% | -7.5% |
| 1Y | +54.3% | +16.1% | +38.2% | +37.9% |
| 3Y | +230.7% | +56.2% | +174.5% | +133.3% |
| 5Y | +111.6% | +63.0% | +48.7% | +44.0% |
| 10Y | +211.7% | +241.4% | -29.7% | +9.6% |
| All | +176.3% | +623.5% | -447.2% | -59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling