-71.4%
PAR vs VT
+53.2%
-124.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +7.4% |
| 7D | +7.8% | -4.2% | +11.9% | +14.9% |
| 30D | +32.3% | -5.8% | +38.1% | +44.7% |
| 3M | +8.9% | -5.2% | +14.1% | +18.0% |
| 6M | +39.3% | +0.1% | +39.2% | +36.0% |
| YTD | -47.1% | +8.2% | -55.4% | -55.0% |
| 1Y | -43.5% | +10.1% | -53.6% | -53.3% |
| 3Y | -41.4% | +69.7% | -111.1% | -77.6% |
| 5Y | -71.4% | +53.4% | -124.7% | -85.0% |
| All | -71.4% | +53.2% | -124.6% | -85.0% |
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