+26.1%
PAAS vs VYM
+21.8%
+4.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.2% | +7.1% | +5.8% |
| 7D | -1.1% | +1.2% | -2.2% | -3.3% |
| 30D | -8.5% | +5.2% | -13.7% | -17.7% |
| 3M | -7.3% | +0.5% | -7.8% | -8.3% |
| 6M | -18.3% | +7.7% | -26.0% | -29.8% |
| YTD | -19.2% | +17.2% | -36.3% | -39.3% |
| 1Y | +26.1% | +21.7% | +4.5% | -13.0% |
| All | +26.1% | +21.8% | +4.4% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling