-75.8%
PAGS vs VT
+53.2%
-129.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | +4.1% |
| 7D | -5.1% | -4.2% | -0.9% | +2.4% |
| 30D | -28.5% | -5.8% | -22.7% | -20.7% |
| 3M | -16.1% | -5.2% | -10.8% | -7.8% |
| 6M | -20.3% | +0.1% | -20.4% | -21.6% |
| YTD | -16.2% | +8.2% | -24.4% | -28.3% |
| 1Y | -16.1% | +10.1% | -26.2% | -30.4% |
| 3Y | +7.6% | +69.7% | -62.1% | -63.4% |
| 5Y | -75.8% | +53.4% | -129.2% | -87.4% |
| All | -75.8% | +53.2% | -129.0% | -87.4% |
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