+812.9%
VGT vs PAAS
+218.1%
+594.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.9% | -0.6% |
| 7D | +1.5% | +2.6% | -1.2% | +1.1% |
| 30D | +0.5% | +2.5% | -1.9% | 0.0% |
| 3M | +5.3% | +15.1% | -9.8% | +3.1% |
| 6M | +32.4% | -12.1% | +44.5% | +33.6% |
| YTD | +28.6% | +3.1% | +25.5% | +26.6% |
| 1Y | +37.6% | +50.8% | -13.2% | +28.8% |
| 3Y | +125.5% | +259.5% | -134.0% | +86.5% |
| 5Y | +135.2% | +126.3% | +8.9% | +100.6% |
| 10Y | +812.9% | +239.7% | +573.1% | +648.2% |
| All | +812.9% | +218.1% | +594.7% | +648.2% |
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