-97.8%
PASW vs VT
+23.4%
-121.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -40.9% | +1.7% | -42.6% | -41.6% |
| 7D | -41.5% | -0.3% | -41.2% | -41.4% |
| 30D | -42.3% | -1.4% | -40.9% | -41.7% |
| 3M | -43.7% | -1.4% | -42.3% | -43.1% |
| 6M | -54.5% | +5.5% | -60.0% | -56.7% |
| YTD | -85.4% | +12.8% | -98.2% | -86.7% |
| 1Y | -89.2% | +15.4% | -104.6% | -90.1% |
| All | -97.8% | +23.4% | -121.2% | -98.1% |
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