+8.6%
VRT vs PAAS
+6.6%
+2.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.8% | +2.7% | -1.2% |
| 7D | -17.7% | +4.2% | -21.9% | -18.9% |
| 30D | -20.0% | -13.8% | -6.2% | -16.0% |
| 3M | -28.1% | -22.7% | -5.4% | -22.2% |
| 6M | -42.8% | -32.1% | -10.8% | -36.2% |
| YTD | +20.0% | -22.3% | +42.2% | +27.9% |
| All | +8.6% | +6.6% | +2.0% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling