+97.8%
VTR vs PAAS
+218.1%
-120.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.3% | -0.9% |
| 7D | -2.9% | +2.6% | -5.5% | -3.2% |
| 30D | -2.8% | +2.5% | -5.3% | -3.2% |
| 3M | +9.0% | +15.1% | -6.1% | +7.0% |
| 6M | +5.0% | -12.1% | +17.0% | +5.5% |
| YTD | +16.9% | +3.1% | +13.9% | +14.7% |
| 1Y | +34.3% | +50.8% | -16.5% | +25.2% |
| 3Y | +131.6% | +259.5% | -127.9% | +89.0% |
| 5Y | +88.0% | +126.3% | -38.3% | +58.8% |
| 10Y | +97.8% | +239.7% | -142.0% | +53.7% |
| All | +97.8% | +218.1% | -120.4% | +53.7% |
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 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