-16.9%
PAX vs VT
+69.7%
-86.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.4% |
| 7D | +3.5% | -2.3% | +5.8% | +6.2% |
| 30D | -14.5% | -5.0% | -9.5% | -9.5% |
| 3M | -14.2% | -4.9% | -9.3% | -9.1% |
| 6M | -24.3% | -1.5% | -22.8% | -23.0% |
| YTD | -37.8% | +8.5% | -46.3% | -43.6% |
| 1Y | -33.3% | +11.4% | -44.7% | -41.4% |
| 3Y | -16.9% | +70.1% | -86.9% | -58.2% |
| All | -16.9% | +69.7% | -86.6% | -58.2% |
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