+49.2%
PAAS vs VO
+37.2%
+12.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.3% |
| 7D | -7.0% | +2.9% | -10.0% | -9.7% |
| 30D | -15.3% | +1.0% | -16.3% | -16.0% |
| 3M | -27.7% | -1.7% | -26.0% | -26.4% |
| 6M | -40.5% | +6.7% | -47.2% | -43.6% |
| YTD | -26.5% | +14.0% | -40.5% | -34.0% |
| 1Y | -0.8% | +13.7% | -14.4% | -10.6% |
| 3Y | +196.9% | +65.8% | +131.1% | +94.5% |
| 5Y | +49.2% | +36.6% | +12.6% | +8.3% |
| All | +49.2% | +37.2% | +12.0% | +8.3% |
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