+252.0%
PAAS vs VTRS
+84.4%
+167.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +3.9% |
| 7D | +2.6% | -3.5% | +6.1% | +3.6% |
| 30D | +2.5% | +2.1% | +0.4% | +1.9% |
| 3M | +15.1% | +2.6% | +12.5% | +13.9% |
| 6M | -12.1% | +17.8% | -29.8% | -16.0% |
| YTD | +3.1% | +35.7% | -32.6% | -4.7% |
| 1Y | +50.8% | +63.5% | -12.7% | +33.3% |
| All | +252.0% | +84.4% | +167.6% | +181.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling