+226.3%
VTV vs PAAS
+232.4%
-6.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | -0.4% |
| 7D | -2.1% | -3.7% | +1.7% | -1.8% |
| 30D | -1.3% | -1.9% | +0.5% | -1.3% |
| 3M | +5.6% | +15.1% | -9.4% | +4.3% |
| 6M | +12.4% | -17.1% | +29.5% | +13.3% |
| YTD | +17.6% | -1.3% | +19.0% | +16.7% |
| 1Y | +23.5% | +41.1% | -17.6% | +18.8% |
| 3Y | +67.0% | +244.2% | -177.2% | +47.5% |
| 5Y | +80.5% | +120.8% | -40.3% | +62.3% |
| All | +226.3% | +232.4% | -6.0% | +184.8% |
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