+284.2%
PAVE vs VT
+194.0%
+90.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.6% | +1.7% | +1.2% |
| 7D | -2.1% | +0.4% | -2.4% | -2.4% |
| 30D | -0.2% | -2.6% | +2.4% | +3.0% |
| 3M | -9.1% | -3.2% | -5.9% | -5.5% |
| 6M | -5.9% | +0.9% | -6.9% | -7.0% |
| YTD | +11.8% | +11.3% | +0.5% | -1.6% |
| 1Y | +12.6% | +14.0% | -1.4% | -3.7% |
| 3Y | +83.3% | +75.8% | +7.5% | -6.1% |
| 5Y | +91.4% | +57.8% | +33.6% | +12.1% |
| All | +284.2% | +194.0% | +90.2% | -0.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling