+62.1%
VEA vs PAAS
+117.9%
-55.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.3% |
| 7D | +1.9% | +2.0% | -0.1% | +1.5% |
| 30D | +0.8% | -0.1% | +0.9% | +0.6% |
| 3M | +5.7% | +8.2% | -2.6% | +3.8% |
| 6M | +13.3% | -13.8% | +27.1% | +14.8% |
| YTD | +18.4% | -0.6% | +19.0% | +16.7% |
| 1Y | +27.0% | +44.0% | -17.0% | +17.2% |
| 3Y | +79.3% | +246.6% | -167.3% | +38.4% |
| 5Y | +62.1% | +116.1% | -53.9% | +30.1% |
| All | +62.1% | +117.9% | -55.8% | +30.1% |
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