+126.3%
PAAS vs VNQ
+5.0%
+121.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.8% | +4.5% |
| 7D | +2.6% | -0.9% | +3.5% | +3.3% |
| 30D | +2.5% | -2.2% | +4.7% | +4.1% |
| 3M | +15.1% | -1.9% | +17.0% | +16.3% |
| 6M | -12.1% | +3.2% | -15.3% | -14.5% |
| YTD | +3.1% | +9.4% | -6.3% | -4.2% |
| 1Y | +50.8% | +7.5% | +43.3% | +41.9% |
| 3Y | +259.5% | +31.1% | +228.4% | +188.8% |
| 5Y | +126.3% | +6.6% | +119.8% | +109.2% |
| All | +126.3% | +5.0% | +121.4% | +109.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling