-74.6%
PAGS vs VT
+59.8%
-134.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.2% | +1.3% |
| 7D | +0.3% | -0.7% | +0.9% | +1.4% |
| 30D | -28.7% | -1.7% | -27.0% | -26.7% |
| 3M | -8.0% | -2.3% | -5.7% | -4.3% |
| 6M | -16.0% | +1.5% | -17.6% | -19.3% |
| YTD | -13.1% | +12.0% | -25.2% | -30.1% |
| 1Y | -15.7% | +12.9% | -28.5% | -33.0% |
| 3Y | +11.1% | +74.9% | -63.9% | -64.2% |
| 5Y | -74.6% | +59.9% | -134.6% | -87.6% |
| All | -74.6% | +59.8% | -134.4% | -87.6% |
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