+2,826.7%
VRT vs PAAS
+255.1%
+2,571.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.3% | +3.8% |
| 7D | +13.6% | +2.0% | +11.6% | +13.2% |
| 30D | +6.8% | -0.1% | +6.8% | +6.5% |
| 3M | -3.2% | +8.2% | -11.5% | -5.1% |
| 6M | +20.3% | -13.8% | +34.1% | +22.8% |
| YTD | +79.6% | -0.6% | +80.2% | +77.9% |
| 1Y | +139.0% | +44.0% | +95.0% | +120.9% |
| 3Y | +644.6% | +246.6% | +398.0% | +480.7% |
| 5Y | +1,024.4% | +116.1% | +908.3% | +818.7% |
| All | +2,826.7% | +255.1% | +2,571.6% | +2,057.0% |
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