+77.7%
VUG vs PAAS
+182.2%
-104.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.5% | +0.7% |
| 7D | -3.4% | +8.4% | -11.8% | -4.3% |
| 30D | -11.1% | -7.2% | -3.9% | -10.4% |
| 3M | -7.2% | -14.0% | +6.8% | -6.0% |
| 6M | -4.1% | -26.8% | +22.6% | -1.4% |
| YTD | +1.4% | -19.8% | +21.2% | +2.5% |
| 1Y | +1.9% | +22.8% | -20.9% | -1.9% |
| 3Y | +77.7% | +183.6% | -105.9% | +55.9% |
| All | +77.7% | +182.2% | -104.4% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling