+201.0%
PAAS vs VYM
+74.9%
+126.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.2% |
| 7D | -7.0% | +3.3% | -10.4% | -11.0% |
| 30D | -15.3% | +3.8% | -19.1% | -19.3% |
| 3M | -27.7% | -0.4% | -27.4% | -27.4% |
| 6M | -40.5% | +7.1% | -47.6% | -45.2% |
| YTD | -26.5% | +17.1% | -43.6% | -38.7% |
| 1Y | -0.8% | +18.4% | -19.2% | -18.1% |
| All | +201.0% | +74.9% | +126.1% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling