+2,006.6%
PAG vs VT
+374.2%
+1,632.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.3% | +0.4% | +0.8% | +0.7% |
| 30D | +2.5% | +1.0% | +1.6% | +1.3% |
| 3M | +28.9% | +2.4% | +26.5% | +24.5% |
| 6M | +40.5% | +12.0% | +28.5% | +21.0% |
| YTD | +42.2% | +15.3% | +26.9% | +17.8% |
| 1Y | +21.7% | +22.6% | -0.9% | -6.8% |
| 3Y | +44.2% | +74.7% | -30.5% | -29.8% |
| 5Y | +183.0% | +66.1% | +116.8% | +46.5% |
| 10Y | +510.7% | +225.0% | +285.7% | +40.0% |
| All | +2,006.6% | +374.2% | +1,632.5% | +191.1% |
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