+41.1%
PAAS vs VYM
+18.5%
+22.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -3.2% |
| 7D | -3.7% | -1.9% | -1.9% | -0.2% |
| 30D | -1.9% | -2.6% | +0.7% | +3.1% |
| 3M | +15.1% | +3.6% | +11.5% | +7.2% |
| 6M | -17.1% | +8.7% | -25.8% | -29.0% |
| YTD | -1.3% | +14.1% | -15.4% | -19.7% |
| 1Y | +41.1% | +17.8% | +23.3% | +8.4% |
| All | +41.1% | +18.5% | +22.6% | +8.4% |
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