+454.5%
V vs PAAS
+168.2%
+286.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.8% | +6.0% | +0.6% |
| 7D | +0.6% | +4.2% | -3.6% | +0.3% |
| 30D | +9.7% | -13.8% | +23.5% | +10.8% |
| 3M | +17.3% | -22.7% | +40.0% | +19.2% |
| 6M | +33.2% | -32.1% | +65.3% | +36.3% |
| YTD | +21.3% | -22.3% | +43.6% | +22.1% |
| 1Y | +27.3% | +7.7% | +19.7% | +24.6% |
| 3Y | +76.1% | +214.0% | -137.9% | +53.5% |
| 5Y | +103.5% | +63.2% | +40.2% | +84.9% |
| 10Y | +454.5% | +185.5% | +268.9% | +380.0% |
| All | +454.5% | +168.2% | +286.2% | +380.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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