+66.6%
VT vs PAAS
+113.1%
-46.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.3% |
| 7D | +0.4% | -2.9% | +3.3% | +0.8% |
| 30D | +1.0% | +6.8% | -5.8% | -0.1% |
| 3M | +2.4% | -2.9% | +5.3% | +2.3% |
| 6M | +12.0% | -16.4% | +28.4% | +13.7% |
| YTD | +15.3% | 0.0% | +15.3% | +13.6% |
| 1Y | +22.6% | +54.3% | -31.7% | +13.1% |
| 3Y | +74.7% | +230.7% | -156.0% | +39.8% |
| All | +66.6% | +113.1% | -46.5% | +37.3% |
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