+204.6%
PAAS vs VLTO
+56.3%
+148.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.1% | -6.0% | -5.8% |
| 7D | +4.2% | +1.6% | +2.6% | +4.1% |
| 30D | -13.8% | +22.0% | -35.7% | -15.3% |
| 3M | -22.7% | +21.9% | -44.6% | -24.1% |
| 6M | -32.1% | +36.5% | -68.6% | -34.3% |
| YTD | -22.3% | +19.0% | -41.3% | -23.4% |
| 1Y | +7.7% | +21.0% | -13.3% | +5.6% |
| 3Y | +214.0% | +69.9% | +144.1% | +211.1% |
| All | +204.6% | +56.3% | +148.3% | +192.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling