-82.3%
PAGS vs VT
+66.2%
-148.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +9.4% | +0.4% | +9.0% | +8.6% |
| 30D | +3.5% | +1.0% | +2.5% | +1.7% |
| 3M | +10.4% | +2.4% | +8.1% | +5.0% |
| 6M | -5.7% | +12.0% | -17.7% | -24.3% |
| YTD | +3.4% | +15.3% | -12.0% | -20.9% |
| 1Y | +7.6% | +22.6% | -15.0% | -26.5% |
| 3Y | +10.0% | +74.7% | -64.6% | -63.7% |
| All | -82.3% | +66.2% | -148.5% | -92.4% |
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