-97.1%
PAVM vs VT
+75.0%
-172.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.8% |
| 7D | +7.3% | +0.4% | +6.9% | +6.8% |
| 30D | +4.8% | +1.0% | +3.8% | +3.7% |
| 3M | -3.1% | +2.4% | -5.5% | -5.8% |
| 6M | -49.7% | +12.0% | -61.7% | -56.4% |
| YTD | -20.4% | +15.3% | -35.7% | -32.9% |
| 1Y | -60.4% | +22.6% | -82.9% | -68.5% |
| All | -97.1% | +75.0% | -172.1% | -98.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling