-98.2%
PASG vs VT
+53.2%
-151.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | +5.9% |
| 7D | -1.7% | -4.2% | +2.5% | +5.8% |
| 30D | -15.2% | -5.8% | -9.4% | -6.0% |
| 3M | -24.9% | -5.2% | -19.7% | -17.8% |
| 6M | -19.0% | +0.1% | -19.1% | -20.6% |
| YTD | -70.7% | +8.2% | -78.9% | -74.5% |
| 1Y | -48.4% | +10.1% | -58.5% | -56.0% |
| 3Y | -73.6% | +69.7% | -143.3% | -89.0% |
| 5Y | -98.2% | +53.4% | -151.6% | -99.0% |
| All | -98.2% | +53.2% | -151.4% | -99.0% |
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