+1,155.8%
VUG vs PAAS
+269.3%
+886.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.9% |
| 6M | -4.1% | -26.8% | +22.6% | -1.2% |
| YTD | +1.4% | -19.8% | +21.2% | +2.5% |
| 1Y | +1.9% | +22.8% | -20.9% | -2.2% |
| 3Y | +77.7% | +183.6% | -105.9% | +51.0% |
| 5Y | +57.6% | +73.8% | -16.2% | +39.0% |
| 10Y | +398.6% | +185.6% | +213.0% | +290.6% |
| All | +1,155.8% | +269.3% | +886.5% | +712.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling