+221.3%
PAGP vs VT
+53.4%
+167.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.5% |
| 7D | -9.2% | -2.3% | -6.9% | -7.9% |
| 30D | -0.2% | -5.0% | +4.8% | +2.9% |
| 3M | +3.1% | -4.9% | +7.9% | +6.1% |
| 6M | +12.4% | -1.5% | +14.0% | +12.5% |
| YTD | +44.2% | +8.5% | +35.7% | +33.4% |
| 1Y | +60.0% | +11.4% | +48.6% | +44.8% |
| 3Y | +96.6% | +70.1% | +26.5% | +25.3% |
| All | +221.3% | +53.4% | +167.9% | +122.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling