+186.4%
PAAS vs VO
+206.8%
-20.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | +0.8% |
| 7D | +8.8% | -0.1% | +9.0% | +9.0% |
| 30D | -8.5% | +0.5% | -9.0% | -8.7% |
| 3M | -17.0% | -1.0% | -16.0% | -16.2% |
| 6M | -27.9% | +6.4% | -34.3% | -30.7% |
| YTD | -17.5% | +13.6% | -31.1% | -23.9% |
| 1Y | +22.8% | +14.5% | +8.4% | +12.8% |
| 3Y | +224.2% | +67.2% | +157.0% | +130.6% |
| 5Y | +73.6% | +36.1% | +37.6% | +39.4% |
| 10Y | +186.4% | +199.3% | -13.0% | +44.0% |
| All | +186.4% | +206.8% | -20.4% | +44.0% |
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