+197.9%
PAAS vs VO
+197.6%
+0.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.4% |
| 7D | -7.0% | +2.9% | -10.0% | -9.1% |
| 30D | -15.3% | +1.0% | -16.3% | -15.8% |
| 3M | -27.7% | -1.7% | -26.0% | -26.7% |
| 6M | -40.5% | +6.7% | -47.2% | -42.9% |
| YTD | -26.5% | +14.0% | -40.5% | -32.4% |
| 1Y | -0.8% | +13.7% | -14.4% | -8.5% |
| 3Y | +196.9% | +65.8% | +131.1% | +112.3% |
| 5Y | +49.2% | +36.6% | +12.6% | +19.4% |
| All | +197.9% | +197.6% | +0.3% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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