-71.5%
PAGS vs VT
+128.4%
-199.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | +4.0% |
| 7D | -5.1% | -4.2% | -0.9% | +2.2% |
| 30D | -28.5% | -5.8% | -22.7% | -20.9% |
| 3M | -16.1% | -5.2% | -10.8% | -8.0% |
| 6M | -20.3% | +0.1% | -20.4% | -21.4% |
| YTD | -16.2% | +8.2% | -24.4% | -27.6% |
| 1Y | -16.1% | +10.1% | -26.2% | -29.7% |
| 3Y | +7.6% | +69.7% | -62.1% | -59.6% |
| 5Y | -75.8% | +53.4% | -129.2% | -88.0% |
| All | -71.5% | +128.4% | -199.9% | -92.7% |
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