+215.4%
PAAS vs VNQ
+62.8%
+152.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.8% |
| 7D | -3.7% | -2.6% | -1.1% | -2.2% |
| 30D | -1.9% | -2.3% | +0.5% | -0.6% |
| 3M | +15.1% | -2.8% | +17.9% | +16.7% |
| 6M | -17.1% | +2.5% | -19.6% | -18.4% |
| YTD | -1.3% | +8.4% | -9.8% | -6.0% |
| 1Y | +41.1% | +6.8% | +34.3% | +35.5% |
| 3Y | +244.2% | +29.9% | +214.3% | +196.3% |
| 5Y | +120.8% | +7.2% | +113.6% | +108.6% |
| All | +215.4% | +62.8% | +152.5% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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