+199.3%
PAAS vs VSH
+31.2%
+168.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | +0.3% |
| 7D | -8.9% | +14.3% | -23.3% | -11.6% |
| 30D | -11.4% | -7.9% | -3.6% | -10.6% |
| 3M | -20.4% | -19.9% | -0.6% | -17.8% |
| 6M | -40.7% | -30.5% | -10.2% | -38.2% |
| YTD | -26.9% | +85.7% | -112.6% | -40.0% |
| 1Y | -3.1% | +98.9% | -102.0% | -21.7% |
| 3Y | +199.3% | +32.1% | +167.2% | +188.5% |
| All | +199.3% | +31.2% | +168.0% | +188.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling