+390.2%
VRT vs PAAS
+210.2%
+180.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +6.7% |
| 7D | +0.5% | -5.2% | +5.6% | +2.0% |
| 30D | -13.7% | -13.9% | +0.2% | -10.4% |
| 3M | -26.7% | -23.8% | -2.9% | -21.8% |
| 6M | -43.8% | -36.4% | -7.4% | -37.8% |
| YTD | +27.6% | -23.4% | +50.9% | +34.3% |
| 1Y | +15.5% | +5.6% | +9.8% | +13.0% |
| All | +390.2% | +210.2% | +180.1% | +345.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling