+1,481.1%
VTR vs PAAS
+947.5%
+533.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.8% |
| 7D | -1.7% | -2.9% | +1.2% | -1.4% |
| 30D | -2.4% | +6.8% | -9.2% | -3.1% |
| 3M | +14.8% | -2.9% | +17.7% | +14.6% |
| 6M | +5.3% | -16.4% | +21.8% | +6.2% |
| YTD | +18.1% | 0.0% | +18.1% | +16.6% |
| 1Y | +36.7% | +54.3% | -17.6% | +29.3% |
| 3Y | +130.1% | +230.7% | -100.6% | +99.7% |
| 5Y | +89.5% | +111.6% | -22.1% | +68.6% |
| 10Y | +87.4% | +211.7% | -124.3% | +54.5% |
| All | +1,481.1% | +947.5% | +533.5% | +1,188.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling