-42.5%
PAR vs VT
+11.9%
-54.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.6% | +3.6% |
| 7D | +9.4% | +2.4% | +7.0% | +7.5% |
| 30D | +42.2% | -1.5% | +43.7% | +43.3% |
| 3M | +20.8% | -4.1% | +24.9% | +24.5% |
| 6M | +58.6% | +0.6% | +58.1% | +56.8% |
| YTD | -38.0% | +11.0% | -49.1% | -45.6% |
| 1Y | -42.5% | +13.3% | -55.8% | -52.2% |
| All | -42.5% | +11.9% | -54.4% | -52.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling