+103.8%
V vs PAAS
+62.0%
+41.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.8% | +6.2% | +0.7% |
| 7D | +0.8% | +4.2% | -3.4% | +0.5% |
| 30D | +9.9% | -13.8% | +23.7% | +10.8% |
| 3M | +17.5% | -22.7% | +40.2% | +19.0% |
| 6M | +33.5% | -32.1% | +65.6% | +36.1% |
| YTD | +21.6% | -22.3% | +43.8% | +22.1% |
| 1Y | +27.6% | +7.7% | +19.9% | +24.8% |
| 3Y | +76.4% | +214.0% | -137.6% | +51.3% |
| 5Y | +103.8% | +63.2% | +40.6% | +90.6% |
| All | +103.8% | +62.0% | +41.8% | +90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling