+116.1%
PAAS vs VOO
+82.3%
+33.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +2.0% | +0.5% | +1.5% | +1.5% |
| 30D | -0.1% | -0.9% | +0.9% | +0.8% |
| 3M | +8.2% | +3.9% | +4.4% | +4.8% |
| 6M | -13.8% | +14.5% | -28.3% | -22.7% |
| YTD | -0.6% | +13.0% | -13.6% | -9.7% |
| 1Y | +44.0% | +19.4% | +24.6% | +25.3% |
| 3Y | +246.6% | +78.9% | +167.7% | +117.8% |
| 5Y | +116.1% | +82.3% | +33.8% | +27.1% |
| All | +116.1% | +82.3% | +33.8% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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