+213.7%
VT vs PAAS
+192.1%
+21.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.2% | +0.1% |
| 7D | -2.3% | +8.4% | -10.7% | -3.2% |
| 30D | -5.0% | -7.2% | +2.2% | -4.3% |
| 3M | -4.9% | -14.0% | +9.1% | -3.6% |
| 6M | -1.5% | -26.8% | +25.2% | +1.2% |
| YTD | +8.5% | -19.8% | +28.3% | +9.7% |
| 1Y | +11.4% | +22.8% | -11.5% | +7.3% |
| 3Y | +70.1% | +183.6% | -113.6% | +46.5% |
| 5Y | +53.7% | +73.8% | -20.1% | +36.4% |
| All | +213.7% | +192.1% | +21.6% | +161.6% |
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