+63.6%
PAAS vs VT
+363.9%
-300.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.7% | +6.6% | +6.8% |
| 7D | -1.1% | -0.3% | -0.8% | -0.6% |
| 30D | -8.5% | -1.4% | -7.0% | -6.9% |
| 3M | -7.3% | -1.4% | -5.9% | -5.6% |
| 6M | -18.3% | +5.5% | -23.7% | -21.1% |
| YTD | -19.2% | +12.8% | -32.0% | -25.9% |
| 1Y | +26.1% | +15.4% | +10.7% | +13.6% |
| 3Y | +183.6% | +76.9% | +106.7% | +77.5% |
| 5Y | +81.2% | +60.4% | +20.8% | +23.4% |
| 10Y | +187.8% | +232.8% | -45.0% | -0.2% |
| All | +63.6% | +363.9% | -300.3% | -70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling