+444.2%
V vs PAAS
+178.0%
+266.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.3% |
| 7D | -0.8% | +8.8% | -9.6% | -1.4% |
| 30D | +9.5% | -8.5% | +18.0% | +10.1% |
| 3M | +16.7% | -17.0% | +33.7% | +17.9% |
| 6M | +32.9% | -27.9% | +60.8% | +35.4% |
| YTD | +21.1% | -17.5% | +38.6% | +21.3% |
| 1Y | +26.6% | +22.8% | +3.8% | +22.6% |
| 3Y | +78.4% | +224.2% | -145.9% | +55.1% |
| 5Y | +105.5% | +73.6% | +31.8% | +85.8% |
| 10Y | +444.2% | +186.4% | +257.9% | +368.5% |
| All | +444.2% | +178.0% | +266.3% | +368.5% |
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