+120.8%
PAAS vs VYM
+75.8%
+45.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -3.7% |
| 7D | -3.7% | -1.9% | -1.9% | -1.7% |
| 30D | -1.9% | -2.6% | +0.7% | +0.9% |
| 3M | +15.1% | +3.6% | +11.5% | +10.9% |
| 6M | -17.1% | +8.7% | -25.8% | -23.7% |
| YTD | -1.3% | +14.1% | -15.4% | -13.3% |
| 1Y | +41.1% | +17.8% | +23.3% | +20.2% |
| 3Y | +244.2% | +64.5% | +179.7% | +109.0% |
| 5Y | +120.8% | +77.5% | +43.3% | +32.3% |
| All | +120.8% | +75.8% | +45.0% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling