+53.4%
VT vs PAAS
+75.8%
-22.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -3.8% |
| 7D | -4.2% | -0.4% | -3.8% | -4.2% |
| 30D | -5.8% | -11.6% | +5.8% | -4.3% |
| 3M | -5.2% | -15.6% | +10.3% | -3.5% |
| 6M | +0.1% | -19.1% | +19.3% | +2.1% |
| YTD | +8.2% | -20.9% | +29.2% | +9.8% |
| 1Y | +10.1% | +21.3% | -11.2% | +5.0% |
| 3Y | +69.7% | +177.4% | -107.7% | +38.4% |
| 5Y | +53.4% | +71.3% | -18.0% | +33.0% |
| All | +53.4% | +75.8% | -22.4% | +33.0% |
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