-93.6%
PASW vs VT
+10.7%
-104.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -45.7% | -4.1% | -41.7% | -40.5% |
| 7D | -68.2% | -4.2% | -64.0% | -65.1% |
| 30D | -68.5% | -5.8% | -62.7% | -64.9% |
| 3M | -69.2% | -5.2% | -63.9% | -65.9% |
| 6M | -75.3% | +0.1% | -75.4% | -74.2% |
| YTD | -92.1% | +8.2% | -100.3% | -92.1% |
| 1Y | -93.6% | +10.1% | -103.7% | -93.6% |
| All | -93.6% | +10.7% | -104.3% | -93.6% |
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