+48.1%
PAAS vs VNQ
+6.7%
+41.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -8.9% | +0.8% | -9.7% | -9.4% |
| 30D | -11.4% | +6.8% | -18.2% | -15.7% |
| 3M | -20.4% | -1.3% | -19.2% | -19.6% |
| 6M | -40.7% | +2.4% | -43.1% | -42.0% |
| YTD | -26.9% | +12.1% | -39.1% | -33.3% |
| 1Y | -3.1% | +12.0% | -15.1% | -11.4% |
| 3Y | +199.3% | +44.8% | +154.5% | +123.8% |
| All | +48.1% | +6.7% | +41.4% | +37.4% |
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 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