+53.4%
VT vs PAAS
+71.7%
-18.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.2% | 0.0% |
| 7D | -2.3% | +8.4% | -10.7% | -3.4% |
| 30D | -5.0% | -7.2% | +2.2% | -4.1% |
| 3M | -4.9% | -14.0% | +9.1% | -3.3% |
| 6M | -1.5% | -26.8% | +25.2% | +1.8% |
| YTD | +8.5% | -19.8% | +28.3% | +9.8% |
| 1Y | +11.4% | +22.8% | -11.5% | +6.0% |
| 3Y | +70.1% | +183.6% | -113.6% | +38.2% |
| All | +53.4% | +71.7% | -18.3% | +33.7% |
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