+196.2%
PAAS vs VTEB
+23.2%
+173.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.1% |
| 7D | -8.9% | -1.2% | -7.7% | -6.9% |
| 30D | -11.4% | +2.5% | -13.9% | -15.0% |
| 3M | -20.4% | -1.7% | -18.8% | -18.0% |
| 6M | -40.7% | -1.2% | -39.5% | -39.3% |
| YTD | -26.9% | -0.5% | -26.5% | -26.0% |
| 1Y | -3.1% | -0.1% | -3.0% | -2.4% |
| 3Y | +199.3% | +10.5% | +188.8% | +153.6% |
| 5Y | +48.3% | +2.6% | +45.7% | +41.4% |
| All | +196.2% | +23.2% | +173.0% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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