+199.5%
PAAS vs VSH
+173.5%
+26.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.4% | -6.8% | -3.3% |
| 7D | -2.9% | +4.1% | -7.0% | -3.7% |
| 30D | +6.8% | -4.2% | +11.0% | +7.5% |
| 3M | -2.9% | -50.0% | +47.1% | +10.9% |
| 6M | -16.4% | +80.2% | -96.6% | -29.1% |
| YTD | 0.0% | +121.1% | -121.1% | -19.4% |
| 1Y | +54.3% | +112.0% | -57.7% | +25.0% |
| 3Y | +230.7% | +22.5% | +208.1% | +193.6% |
| 5Y | +111.6% | +64.0% | +47.6% | +73.7% |
| All | +199.5% | +173.5% | +26.0% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 10y: compounded portfolio wealth divided by compounded VSH 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…
10y analysis · Full analysis span regression · 6 months rolling