+132.0%
VTR vs PAAS
+206.7%
-74.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.8% | +6.8% | +1.3% |
| 7D | +3.8% | +4.2% | -0.4% | +3.5% |
| 30D | +10.1% | -13.8% | +23.9% | +10.9% |
| 3M | -1.2% | -22.7% | +21.6% | 0.0% |
| 6M | +4.8% | -32.1% | +36.9% | +6.9% |
| YTD | +18.9% | -22.3% | +41.2% | +19.0% |
| 1Y | +21.8% | +7.7% | +14.2% | +17.8% |
| 3Y | +132.0% | +214.0% | -82.0% | +79.3% |
| All | +132.0% | +206.7% | -74.7% | +79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling