+281.1%
PAA price history and return analytics
+346.0%
-64.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | -9.8% | -2.3% | -7.5% | -8.0% |
| 30D | +0.9% | -5.0% | +5.8% | +5.2% |
| 3M | +3.3% | -4.9% | +8.2% | +7.4% |
| 6M | +11.5% | -1.5% | +13.0% | +11.6% |
| YTD | +43.2% | +8.5% | +34.7% | +30.3% |
| 1Y | +56.6% | +11.4% | +45.2% | +39.1% |
| 3Y | +90.0% | +70.1% | +20.0% | +14.7% |
| 5Y | +229.4% | +53.7% | +175.7% | +115.6% |
| 10Y | +77.2% | +220.0% | -142.7% | -30.6% |
| All | +281.1% | +346.0% | -64.9% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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