+115.7%
PACS vs VT
+45.3%
+70.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.4% |
| 7D | +3.7% | -2.3% | +6.1% | +5.5% |
| 30D | +14.8% | -5.0% | +19.8% | +19.1% |
| 3M | +6.3% | -4.9% | +11.2% | +10.1% |
| 6M | +46.6% | -1.5% | +48.2% | +47.7% |
| YTD | +29.2% | +8.5% | +20.7% | +20.4% |
| 1Y | +297.4% | +11.4% | +286.1% | +262.3% |
| All | +115.7% | +45.3% | +70.3% | +51.0% |
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