+70.8%
PAAS vs VT
+53.4%
+17.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.2% |
| 7D | +8.4% | -2.3% | +10.7% | +11.6% |
| 30D | -7.2% | -5.0% | -2.2% | -0.9% |
| 3M | -14.0% | -4.9% | -9.1% | -8.1% |
| 6M | -26.8% | -1.5% | -25.2% | -24.3% |
| YTD | -19.8% | +8.5% | -28.3% | -24.9% |
| 1Y | +22.8% | +11.4% | +11.5% | +12.0% |
| 3Y | +183.6% | +70.1% | +113.6% | +67.7% |
| All | +70.8% | +53.4% | +17.4% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling