-10.1%
PAI vs VT
+58.5%
-68.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -0.3% | +2.9% | -3.1% | -0.9% |
| 30D | +2.1% | -2.5% | +4.6% | +2.6% |
| 3M | -2.9% | -3.3% | +0.5% | -2.2% |
| 6M | -3.1% | +1.5% | -4.6% | -3.6% |
| YTD | -4.4% | +11.4% | -15.7% | -6.9% |
| 1Y | -3.4% | +11.9% | -15.4% | -6.2% |
| 3Y | +19.4% | +73.9% | -54.5% | +5.0% |
| 5Y | -10.1% | +57.9% | -68.0% | -19.7% |
| All | -10.1% | +58.5% | -68.6% | -19.7% |
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 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