-97.9%
PAPL vs VT
+88.2%
-186.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.0% |
| 7D | -4.5% | +0.4% | -4.9% | -4.7% |
| 30D | -20.4% | +1.0% | -21.4% | -20.9% |
| 3M | -7.3% | +2.4% | -9.7% | -8.5% |
| 6M | +39.8% | +12.0% | +27.8% | +31.8% |
| YTD | -32.3% | +15.3% | -47.6% | -37.1% |
| 1Y | -76.9% | +22.6% | -99.5% | -79.1% |
| All | -97.9% | +88.2% | -186.1% | -97.2% |
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