+998.5%
PAAS vs VSH
+144.1%
+854.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.7% | -4.3% | +0.7% |
| 7D | +8.4% | -12.9% | +21.3% | +10.2% |
| 30D | -7.2% | -36.9% | +29.7% | -1.5% |
| 3M | -14.0% | -28.8% | +14.7% | -10.5% |
| 6M | -26.8% | -30.3% | +3.5% | -24.6% |
| YTD | -19.8% | +62.4% | -82.2% | -26.8% |
| 1Y | +22.8% | +62.5% | -39.7% | +12.1% |
| 3Y | +183.6% | +7.4% | +176.2% | +167.9% |
| 5Y | +73.8% | +25.4% | +48.4% | +59.8% |
| 10Y | +185.6% | +102.6% | +82.9% | +141.2% |
| All | +998.5% | +144.1% | +854.4% | +685.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling