+268.4%
PAVE vs VT
+186.6%
+81.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | -4.4% | -2.3% | -2.1% | -1.7% |
| 30D | -4.0% | -5.0% | +0.9% | +1.9% |
| 3M | -12.4% | -4.9% | -7.5% | -7.0% |
| 6M | -12.2% | -1.5% | -10.7% | -10.6% |
| YTD | +7.2% | +8.5% | -1.3% | -2.8% |
| 1Y | +8.2% | +11.4% | -3.2% | -4.9% |
| 3Y | +74.3% | +70.1% | +4.2% | -7.1% |
| 5Y | +85.4% | +53.7% | +31.7% | +12.0% |
| All | +268.4% | +186.6% | +81.8% | -1.8% |
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