+200.1%
PAAS vs VT
+224.5%
-24.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -2.9% | +0.4% | -3.3% | -3.2% |
| 30D | +6.8% | +1.0% | +5.8% | +5.9% |
| 3M | -2.9% | +2.4% | -5.3% | -4.4% |
| 6M | -16.4% | +12.0% | -28.4% | -23.6% |
| YTD | 0.0% | +15.3% | -15.3% | -10.4% |
| 1Y | +54.3% | +22.6% | +31.7% | +31.7% |
| 3Y | +230.7% | +74.7% | +156.0% | +113.3% |
| 5Y | +111.6% | +66.1% | +45.5% | +40.4% |
| All | +200.1% | +224.5% | -24.4% | -0.7% |
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