+184.8%
PAAS vs VT
+214.8%
-30.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.9% | +1.6% |
| 7D | -0.4% | -4.2% | +3.8% | +3.7% |
| 30D | -11.6% | -5.8% | -5.8% | -6.4% |
| 3M | -15.6% | -5.2% | -10.3% | -10.9% |
| 6M | -19.1% | +0.1% | -19.3% | -18.1% |
| YTD | -20.9% | +8.2% | -29.2% | -24.5% |
| 1Y | +21.3% | +10.1% | +11.2% | +14.4% |
| 3Y | +177.4% | +69.7% | +107.7% | +87.0% |
| 5Y | +71.3% | +53.4% | +18.0% | +23.1% |
| All | +184.8% | +214.8% | -30.0% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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