+363.4%
PAAS vs VO
+827.2%
-463.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.2% |
| 7D | -2.9% | -0.3% | -2.6% | -2.6% |
| 30D | +6.8% | -0.3% | +7.1% | +7.1% |
| 3M | -2.9% | +2.9% | -5.8% | -4.9% |
| 6M | -16.4% | +9.3% | -25.8% | -21.8% |
| YTD | 0.0% | +14.2% | -14.2% | -9.2% |
| 1Y | +54.3% | +15.3% | +39.1% | +39.1% |
| 3Y | +230.7% | +56.2% | +174.4% | +134.1% |
| 5Y | +111.6% | +42.4% | +69.2% | +59.6% |
| 10Y | +211.7% | +194.7% | +17.0% | +23.5% |
| All | +363.4% | +827.2% | -463.8% | -42.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling