+37.9%
PAPR vs VT
+69.4%
-31.5%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | 0.0% |
| 7D | -1.6% | -4.2% | +2.5% | +0.2% |
| 30D | -1.5% | -5.8% | +4.3% | +1.0% |
| 3M | -0.1% | -5.2% | +5.2% | +2.2% |
| 6M | +2.8% | +0.1% | +2.6% | +2.4% |
| YTD | +9.3% | +8.2% | +1.0% | +4.6% |
| 1Y | +10.8% | +10.1% | +0.7% | +5.1% |
| All | +37.9% | +69.4% | -31.5% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling