+271.6%
PAAS vs VO
+797.8%
-526.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +8.4% | -2.6% | +11.0% | +10.8% |
| 30D | -7.2% | -0.9% | -6.2% | -6.3% |
| 3M | -14.0% | -3.0% | -11.0% | -11.6% |
| 6M | -26.8% | +2.2% | -29.0% | -27.6% |
| YTD | -19.8% | +10.6% | -30.4% | -25.1% |
| 1Y | +22.8% | +12.5% | +10.3% | +13.3% |
| 3Y | +183.6% | +61.4% | +122.2% | +96.2% |
| 5Y | +73.8% | +33.4% | +40.4% | +38.8% |
| 10Y | +185.6% | +201.5% | -16.0% | +10.6% |
| All | +271.6% | +797.8% | -526.2% | -52.2% |
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