+122.8%
VTR vs PAAS
+207.5%
-84.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.3% | -0.4% |
| 7D | +0.7% | -7.0% | +7.7% | +1.4% |
| 30D | +6.9% | -15.3% | +22.2% | +8.5% |
| 3M | +1.3% | -27.7% | +29.1% | +4.3% |
| 6M | +2.5% | -40.5% | +42.9% | +7.3% |
| YTD | +18.0% | -26.5% | +44.5% | +19.5% |
| 1Y | +19.5% | -0.8% | +20.2% | +16.4% |
| 3Y | +130.2% | +196.9% | -66.7% | +90.8% |
| 5Y | +93.8% | +49.2% | +44.7% | +70.6% |
| All | +122.8% | +207.5% | -84.7% | +73.8% |
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