+133.5%
VTR vs PAAS
+183.5%
-50.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.2% |
| 7D | +1.4% | -5.2% | +6.5% | +1.9% |
| 30D | +8.2% | -13.9% | +22.2% | +9.7% |
| 3M | +4.6% | -23.8% | +28.4% | +7.1% |
| 6M | +4.3% | -36.4% | +40.8% | +8.5% |
| YTD | +19.0% | -23.4% | +42.4% | +20.0% |
| 1Y | +21.6% | +5.6% | +16.0% | +17.7% |
| 3Y | +132.2% | +209.7% | -77.5% | +91.6% |
| 5Y | +94.4% | +55.6% | +38.8% | +70.4% |
| 10Y | +133.5% | +212.2% | -78.8% | +81.4% |
| All | +133.5% | +183.5% | -50.1% | +81.4% |
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