+128.1%
VTR vs PAAS
+255.3%
-127.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.3% | -0.8% |
| 7D | -2.9% | +2.6% | -5.5% | -3.1% |
| 30D | -2.8% | +2.5% | -5.3% | -3.0% |
| 3M | +9.0% | +15.1% | -6.1% | +7.8% |
| 6M | +5.0% | -12.1% | +17.0% | +5.6% |
| YTD | +16.9% | +3.1% | +13.9% | +15.3% |
| 1Y | +34.3% | +50.8% | -16.5% | +26.3% |
| All | +128.1% | +255.3% | -127.2% | +83.4% |
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 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