+682.7%
VRT vs PAAS
+49.5%
+633.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.1% | +5.6% | +2.5% |
| 7D | +18.6% | -7.0% | +25.7% | +20.7% |
| 30D | -11.7% | -15.3% | +3.6% | -8.2% |
| 3M | -27.3% | -27.7% | +0.5% | -21.8% |
| 6M | -42.9% | -40.5% | -2.4% | -36.1% |
| YTD | +29.5% | -26.5% | +56.0% | +37.1% |
| 1Y | +21.0% | -0.8% | +21.8% | +19.7% |
| 3Y | +403.1% | +196.9% | +206.2% | +286.5% |
| All | +682.7% | +49.5% | +633.2% | +658.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling