+41.7%
PAG vs VT
+10.5%
+31.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | 0.0% |
| 7D | +0.1% | -2.3% | +2.4% | +1.2% |
| 30D | +9.3% | -5.0% | +14.3% | +12.1% |
| 3M | -1.2% | -4.9% | +3.7% | +1.2% |
| 6M | +27.0% | -1.5% | +28.6% | +27.4% |
| YTD | +37.4% | +8.5% | +28.9% | +28.2% |
| 1Y | +41.7% | +11.4% | +30.3% | +30.3% |
| All | +41.7% | +10.5% | +31.2% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling