+202.7%
PAAS vs VO
+192.5%
+10.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | +2.0% | +0.6% | +1.4% | +1.5% |
| 30D | -0.1% | -1.1% | +1.0% | +0.7% |
| 3M | +8.2% | +4.5% | +3.7% | +4.8% |
| 6M | -13.8% | +11.1% | -24.9% | -19.8% |
| YTD | -0.6% | +13.5% | -14.2% | -8.7% |
| 1Y | +44.0% | +14.5% | +29.5% | +31.7% |
| 3Y | +246.6% | +58.1% | +188.5% | +153.7% |
| 5Y | +116.1% | +43.3% | +72.8% | +67.1% |
| 10Y | +202.7% | +193.2% | +9.5% | +36.4% |
| All | +202.7% | +192.5% | +10.3% | +36.4% |
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