+121.6%
PAAS vs VIG
+630.3%
-508.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.8% |
| 7D | +8.4% | -1.8% | +10.2% | +10.1% |
| 30D | -7.2% | +2.7% | -9.8% | -9.1% |
| 3M | -14.0% | 0.0% | -14.0% | -13.9% |
| 6M | -26.8% | +6.8% | -33.5% | -30.3% |
| YTD | -19.8% | +12.1% | -31.9% | -26.3% |
| 1Y | +22.8% | +14.8% | +8.0% | +10.9% |
| 3Y | +183.6% | +62.4% | +121.2% | +94.1% |
| 5Y | +73.8% | +59.6% | +14.3% | +20.5% |
| 10Y | +185.6% | +261.5% | -75.9% | -4.8% |
| All | +121.6% | +630.3% | -508.8% | -67.8% |
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