+998.5%
PAAS vs VMC
+2,386.9%
-1,388.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.7% |
| 7D | +8.4% | +0.5% | +7.9% | +8.3% |
| 30D | -7.2% | +15.8% | -23.0% | -10.4% |
| 3M | -14.0% | +0.6% | -14.6% | -14.2% |
| 6M | -26.8% | -4.0% | -22.7% | -26.2% |
| YTD | -19.8% | -0.3% | -19.5% | -19.9% |
| 1Y | +22.8% | -0.5% | +23.4% | +22.7% |
| 3Y | +183.6% | +39.6% | +144.1% | +160.1% |
| 5Y | +73.8% | +50.1% | +23.8% | +55.1% |
| 10Y | +185.6% | +163.9% | +21.6% | +113.8% |
| All | +998.5% | +2,386.9% | -1,388.4% | +653.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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