-99.0%
PASG vs VT
+154.6%
-253.6%
-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% | -2.1% | -2.1% |
| 7D | +2.9% | +0.4% | +2.4% | +2.2% |
| 30D | +0.9% | +1.0% | -0.1% | -0.6% |
| 3M | -22.5% | +2.4% | -24.9% | -25.5% |
| 6M | -44.9% | +12.0% | -56.9% | -53.3% |
| YTD | -60.6% | +15.3% | -75.9% | -67.7% |
| 1Y | -33.6% | +22.6% | -56.2% | -49.8% |
| 3Y | -70.0% | +74.7% | -144.6% | -85.9% |
| 5Y | -98.0% | +66.1% | -164.1% | -98.9% |
| All | -99.0% | +154.6% | -253.6% | -99.7% |
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