+70.8%
PAAS vs VO
+32.6%
+38.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +8.4% | -2.6% | +11.0% | +11.2% |
| 30D | -7.2% | -0.9% | -6.2% | -6.2% |
| 3M | -14.0% | -3.0% | -11.0% | -11.2% |
| 6M | -26.8% | +2.2% | -29.0% | -27.7% |
| YTD | -19.8% | +10.6% | -30.4% | -25.8% |
| 1Y | +22.8% | +12.5% | +10.3% | +12.2% |
| 3Y | +183.6% | +61.4% | +122.2% | +91.0% |
| All | +70.8% | +32.6% | +38.2% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling