+409.7%
VUG vs PAAS
+197.3%
+212.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +0.9% | +2.0% | -1.1% | +0.6% |
| 30D | -1.4% | -0.1% | -1.3% | -1.6% |
| 3M | +2.3% | +8.2% | -5.9% | +1.1% |
| 6M | +15.7% | -13.8% | +29.5% | +16.8% |
| YTD | +8.6% | -0.6% | +9.3% | +7.4% |
| 1Y | +14.1% | +44.0% | -29.9% | +7.7% |
| 3Y | +87.9% | +246.6% | -158.7% | +57.3% |
| 5Y | +76.3% | +116.1% | -39.8% | +52.2% |
| 10Y | +409.7% | +202.7% | +206.9% | +327.2% |
| All | +409.7% | +197.3% | +212.3% | +327.2% |
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