+281.6%
PAC vs VT
+215.5%
+66.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.8% |
| 7D | +7.8% | -2.3% | +10.1% | +10.5% |
| 30D | +23.4% | -5.0% | +28.4% | +30.4% |
| 3M | +11.9% | -4.9% | +16.8% | +18.2% |
| 6M | -0.3% | -1.5% | +1.3% | +1.3% |
| YTD | -5.7% | +8.5% | -14.2% | -14.2% |
| 1Y | +14.8% | +11.4% | +3.4% | +1.2% |
| 3Y | +106.8% | +70.1% | +36.8% | +9.7% |
| 5Y | +117.6% | +53.7% | +63.9% | +30.8% |
| All | +281.6% | +215.5% | +66.0% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling