+1,250.4%
VUG vs PAAS
+360.6%
+889.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.2% |
| 7D | -0.1% | -2.9% | +2.8% | +0.2% |
| 30D | -0.3% | +6.8% | -7.1% | -1.3% |
| 3M | -0.7% | -2.9% | +2.2% | -0.7% |
| 6M | +14.6% | -16.4% | +31.1% | +16.2% |
| YTD | +9.0% | 0.0% | +9.0% | +7.6% |
| 1Y | +14.9% | +54.3% | -39.5% | +7.3% |
| 3Y | +86.0% | +230.7% | -144.6% | +55.2% |
| 5Y | +76.7% | +111.6% | -34.9% | +52.4% |
| 10Y | +411.3% | +211.7% | +199.6% | +296.4% |
| All | +1,250.4% | +360.6% | +889.9% | +753.1% |
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