+1,934.0%
VRT vs PAAS
+161.1%
+1,772.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.5% |
| 7D | +10.5% | -8.9% | +19.4% | +12.5% |
| 30D | -9.3% | -11.4% | +2.1% | -7.3% |
| 3M | -29.6% | -20.4% | -9.1% | -26.7% |
| 6M | -45.4% | -40.7% | -4.7% | -40.1% |
| YTD | +24.8% | -26.9% | +51.8% | +30.9% |
| 1Y | +23.6% | -3.1% | +26.7% | +23.1% |
| 3Y | +379.7% | +199.3% | +180.4% | +287.5% |
| 5Y | +660.3% | +48.3% | +612.0% | +565.0% |
| All | +1,934.0% | +161.1% | +1,772.9% | +1,487.4% |
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