-70.5%
PAGS vs VT
+138.1%
-208.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +0.5% |
| 7D | -2.8% | -0.3% | -2.5% | -2.3% |
| 30D | -27.7% | -1.4% | -26.2% | -26.0% |
| 3M | -14.1% | -1.4% | -12.7% | -12.1% |
| 6M | -16.3% | +5.5% | -21.8% | -24.7% |
| YTD | -13.3% | +12.8% | -26.2% | -30.4% |
| 1Y | -10.3% | +15.4% | -25.7% | -30.8% |
| 3Y | +11.2% | +76.9% | -65.7% | -61.1% |
| 5Y | -74.5% | +60.4% | -134.9% | -88.3% |
| All | -70.5% | +138.1% | -208.7% | -92.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling