+14.3%
PAAS vs VSH
+83.5%
-69.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +13.4% | -10.6% | +0.3% |
| 7D | +8.8% | +3.5% | +5.4% | +7.5% |
| 30D | -8.5% | -22.4% | +14.0% | -4.5% |
| 3M | -17.0% | -25.2% | +8.2% | -13.3% |
| 6M | -27.9% | -22.5% | -5.3% | -25.8% |
| YTD | -17.5% | +84.2% | -101.7% | -31.4% |
| All | +14.3% | +83.5% | -69.2% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling