+31.5%
PAI vs VT
+222.7%
-191.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -0.3% | +2.9% | -3.1% | -1.0% |
| 30D | +2.1% | -2.5% | +4.6% | +2.7% |
| 3M | -2.9% | -3.3% | +0.5% | -2.0% |
| 6M | -3.1% | +1.5% | -4.6% | -3.7% |
| YTD | -4.4% | +11.4% | -15.7% | -7.4% |
| 1Y | -3.4% | +11.9% | -15.4% | -6.7% |
| 3Y | +19.4% | +73.9% | -54.5% | +1.7% |
| 5Y | -10.1% | +57.9% | -68.0% | -21.7% |
| All | +31.5% | +222.7% | -191.2% | -7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling