+1,269.9%
PAAS vs VTRS
+171.0%
+1,098.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -2.9% | +3.3% | -6.2% | -3.3% |
| 30D | +6.8% | -3.6% | +10.4% | +7.3% |
| 3M | -2.9% | +7.0% | -9.8% | -3.8% |
| 6M | -16.4% | +17.5% | -33.9% | -18.2% |
| YTD | 0.0% | +38.8% | -38.8% | -4.2% |
| 1Y | +54.3% | +69.2% | -14.9% | +43.9% |
| 3Y | +230.7% | +77.5% | +153.2% | +203.9% |
| 5Y | +111.6% | +39.9% | +71.7% | +97.5% |
| 10Y | +211.7% | -47.1% | +258.8% | +212.6% |
| All | +1,269.9% | +171.0% | +1,098.8% | +1,054.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling