+1,917.9%
VRT vs PAAS
+195.0%
+1,722.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.9% | +6.7% | +9.1% |
| 7D | -10.6% | +8.8% | -19.4% | -12.2% |
| 30D | -17.4% | -8.5% | -9.0% | -16.1% |
| 3M | -26.4% | -17.0% | -9.4% | -24.0% |
| 6M | -41.0% | -27.9% | -13.1% | -37.7% |
| YTD | +23.8% | -17.5% | +41.3% | +26.9% |
| 1Y | +11.6% | +22.8% | -11.2% | +6.4% |
| 3Y | +403.5% | +224.2% | +179.3% | +299.9% |
| 5Y | +647.0% | +73.6% | +573.4% | +535.1% |
| All | +1,917.9% | +195.0% | +1,722.9% | +1,438.6% |
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 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