+396.3%
VUG vs PAAS
+178.0%
+218.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +2.4% |
| 7D | +0.5% | +8.8% | -8.3% | -0.5% |
| 30D | -8.2% | -8.5% | +0.3% | -7.3% |
| 3M | -5.4% | -17.0% | +11.6% | -3.7% |
| 6M | -2.5% | -27.9% | +25.3% | +0.4% |
| YTD | +4.2% | -17.5% | +21.7% | +5.0% |
| 1Y | +5.0% | +22.8% | -17.8% | +1.0% |
| 3Y | +81.7% | +224.2% | -142.5% | +53.4% |
| 5Y | +62.5% | +73.6% | -11.1% | +43.5% |
| 10Y | +396.3% | +186.4% | +210.0% | +317.6% |
| All | +396.3% | +178.0% | +218.3% | +317.6% |
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 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