-99.9%
PAVM vs VT
+57.0%
-157.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.7% | -0.3% | +22.0% | +22.1% |
| 7D | +3.8% | +2.4% | +1.4% | +0.6% |
| 30D | -28.8% | -1.5% | -27.3% | -27.4% |
| 3M | -65.6% | -4.1% | -61.5% | -63.4% |
| 6M | -74.2% | +0.6% | -74.7% | -74.6% |
| YTD | -75.4% | +11.0% | -86.5% | -79.2% |
| 1Y | -84.7% | +13.3% | -98.0% | -87.4% |
| 3Y | -98.4% | +73.4% | -171.8% | -99.3% |
| All | -99.9% | +57.0% | -157.0% | -100.0% |
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