-96.3%
PASW vs VT
+26.1%
-122.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | 0.0% | -8.2% | -8.2% |
| 7D | -6.1% | +0.4% | -6.6% | -6.5% |
| 30D | -4.7% | +1.0% | -5.6% | -5.5% |
| 3M | -30.9% | +2.4% | -33.3% | -32.1% |
| 6M | -20.6% | +12.0% | -32.6% | -29.1% |
| YTD | -75.5% | +15.3% | -90.8% | -78.0% |
| 1Y | -89.4% | +22.6% | -112.0% | -90.9% |
| All | -96.3% | +26.1% | -122.4% | -96.9% |
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