+396.2%
VUG vs PAAS
+168.2%
+228.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.8% | +5.1% | -0.1% |
| 7D | -1.2% | +4.2% | -5.4% | -1.7% |
| 30D | -8.9% | -13.8% | +4.9% | -7.4% |
| 3M | -5.9% | -22.7% | +16.8% | -3.5% |
| 6M | -3.3% | -32.1% | +28.8% | +0.4% |
| YTD | +3.4% | -22.3% | +25.7% | +4.9% |
| 1Y | +1.9% | +7.7% | -5.8% | -0.5% |
| 3Y | +76.9% | +214.0% | -137.1% | +49.9% |
| 5Y | +63.9% | +63.2% | +0.7% | +45.7% |
| 10Y | +396.2% | +185.5% | +210.7% | +320.2% |
| All | +396.2% | +168.2% | +228.0% | +320.2% |
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