+231.2%
PAGP vs VT
+53.2%
+178.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +0.5% |
| 7D | -7.1% | -4.2% | -2.9% | -4.7% |
| 30D | +2.1% | -5.8% | +7.9% | +5.8% |
| 3M | +6.8% | -5.2% | +12.0% | +10.1% |
| 6M | +12.4% | +0.1% | +12.2% | +11.0% |
| YTD | +47.6% | +8.2% | +39.3% | +36.8% |
| 1Y | +64.3% | +10.1% | +54.2% | +50.0% |
| 3Y | +102.0% | +69.7% | +32.3% | +28.9% |
| 5Y | +231.2% | +53.4% | +177.8% | +130.1% |
| All | +231.2% | +53.2% | +178.0% | +130.1% |
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 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