+80.6%
VTV vs PAAS
+122.5%
-41.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.6% |
| 7D | -0.7% | +2.6% | -3.3% | -0.9% |
| 30D | -0.5% | +2.5% | -3.0% | -0.8% |
| 3M | +5.3% | +15.1% | -9.8% | +3.7% |
| 6M | +12.9% | -12.1% | +24.9% | +13.4% |
| YTD | +18.5% | +3.1% | +15.4% | +16.8% |
| 1Y | +25.3% | +50.8% | -25.6% | +18.5% |
| 3Y | +68.2% | +259.5% | -191.3% | +41.5% |
| 5Y | +80.6% | +126.3% | -45.7% | +56.6% |
| All | +80.6% | +122.5% | -41.9% | +56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling