+213.5%
PAAS vs VTRS
-48.4%
+261.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -1.9% | -2.2% | +0.2% | -1.6% |
| 30D | -3.6% | +3.3% | -6.9% | -4.0% |
| 3M | +8.6% | +2.0% | +6.6% | +8.1% |
| 6M | -16.7% | +19.9% | -36.6% | -18.9% |
| YTD | -1.9% | +35.7% | -37.7% | -6.2% |
| 1Y | +38.0% | +68.1% | -30.1% | +28.1% |
| 3Y | +234.9% | +87.1% | +147.8% | +204.0% |
| 5Y | +119.5% | +47.6% | +71.8% | +101.3% |
| All | +213.5% | -48.4% | +261.8% | +209.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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