+214.4%
PAAS vs VLTO
+54.8%
+159.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | +8.4% | +5.4% | +3.0% | +8.0% |
| 30D | -7.2% | +22.3% | -29.5% | -8.9% |
| 3M | -14.0% | +19.6% | -33.6% | -15.4% |
| 6M | -26.8% | +35.2% | -61.9% | -29.0% |
| YTD | -19.8% | +17.9% | -37.6% | -20.9% |
| 1Y | +22.8% | +19.5% | +3.3% | +20.6% |
| 3Y | +183.6% | +73.9% | +109.7% | +184.0% |
| All | +214.4% | +54.8% | +159.6% | +202.4% |
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