+1,514.1%
PAC vs VT
+374.2%
+1,139.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +0.3% | +0.4% | -0.2% | -0.1% |
| 30D | -4.3% | +1.0% | -5.3% | -5.1% |
| 3M | -13.1% | +2.4% | -15.5% | -14.9% |
| 6M | -16.6% | +12.0% | -28.6% | -24.9% |
| YTD | -21.0% | +15.3% | -36.4% | -30.7% |
| 1Y | -15.7% | +22.6% | -38.3% | -30.2% |
| 3Y | +30.2% | +74.7% | -44.5% | -22.3% |
| 5Y | +121.8% | +66.1% | +55.7% | +38.9% |
| 10Y | +210.5% | +225.0% | -14.5% | +14.0% |
| All | +1,514.1% | +374.2% | +1,139.9% | +329.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling