+213.5%
PAAS vs VTEB
+17.9%
+195.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -1.2% |
| 7D | -1.9% | -0.9% | -1.0% | -0.4% |
| 30D | -3.6% | -2.5% | -1.1% | +0.7% |
| 3M | +8.6% | -3.0% | +11.5% | +14.3% |
| 6M | -16.7% | -2.1% | -14.6% | -13.3% |
| YTD | -1.9% | -1.5% | -0.4% | +1.0% |
| 1Y | +38.0% | +0.2% | +37.8% | +38.4% |
| 3Y | +234.9% | +8.6% | +226.4% | +192.1% |
| 5Y | +119.5% | +1.2% | +118.3% | +113.9% |
| All | +213.5% | +17.9% | +195.6% | +136.6% |
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