+24.9%
PAI vs VT
+222.7%
-197.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.7% | +0.4% | -1.1% | -0.8% |
| 30D | -0.1% | +1.0% | -1.1% | -0.4% |
| 3M | -0.8% | +2.4% | -3.2% | -1.5% |
| 6M | -2.4% | +12.0% | -14.4% | -5.5% |
| YTD | -2.0% | +15.3% | -17.4% | -5.9% |
| 1Y | -1.1% | +22.6% | -23.7% | -6.6% |
| 3Y | +19.8% | +74.7% | -54.9% | +2.2% |
| 5Y | -4.5% | +66.1% | -70.6% | -17.7% |
| All | +24.9% | +222.7% | -197.9% | -8.7% |
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 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