+359.2%
VT vs PAAS
+56.1%
+303.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.7% | +0.3% |
| 7D | -1.6% | -8.1% | +6.5% | -0.5% |
| 30D | -2.5% | -15.9% | +13.4% | -0.2% |
| 3M | -1.3% | -12.1% | +10.8% | 0.0% |
| 6M | +3.1% | -25.6% | +28.7% | +6.5% |
| YTD | +10.9% | -25.4% | +36.3% | +13.6% |
| 1Y | +12.1% | +11.4% | +0.6% | +8.1% |
| 3Y | +73.9% | +161.7% | -87.8% | +44.0% |
| 5Y | +58.0% | +63.0% | -5.1% | +36.6% |
| 10Y | +225.5% | +165.7% | +59.7% | +138.7% |
| All | +359.2% | +56.1% | +303.1% | +153.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling