+837.6%
PAAS vs VTEB
+26.6%
+810.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | +2.0% | -0.2% | +2.2% | +2.4% |
| 30D | -0.1% | -1.6% | +1.5% | +2.8% |
| 3M | +8.2% | -2.0% | +10.2% | +12.2% |
| 6M | -13.8% | -1.7% | -12.1% | -10.9% |
| YTD | -0.6% | -0.6% | 0.0% | +0.8% |
| 1Y | +44.0% | +1.8% | +42.2% | +40.4% |
| 3Y | +246.6% | +9.6% | +237.0% | +196.2% |
| 5Y | +116.1% | +2.1% | +114.0% | +107.7% |
| 10Y | +202.7% | +18.9% | +183.8% | +109.3% |
| All | +837.6% | +26.6% | +810.9% | +474.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling