+196.2%
PAAS vs VNQ
+83.2%
+112.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -8.9% | +0.8% | -9.7% | -9.3% |
| 30D | -11.4% | +6.8% | -18.2% | -14.7% |
| 3M | -20.4% | -1.3% | -19.2% | -19.8% |
| 6M | -40.7% | +2.4% | -43.1% | -41.6% |
| YTD | -26.9% | +12.1% | -39.1% | -31.7% |
| 1Y | -3.1% | +12.0% | -15.1% | -9.2% |
| 3Y | +199.3% | +44.8% | +154.5% | +144.0% |
| 5Y | +48.3% | +6.9% | +41.4% | +39.8% |
| All | +196.2% | +83.2% | +112.9% | +116.9% |
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