+197.9%
PAAS price history and return analytics
+222.7%
-24.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.6% |
| 7D | -7.0% | +2.9% | -9.9% | -9.4% |
| 30D | -15.3% | -2.5% | -12.8% | -13.1% |
| 3M | -27.7% | -3.3% | -24.4% | -25.2% |
| 6M | -40.5% | +1.5% | -42.0% | -40.6% |
| YTD | -26.5% | +11.4% | -37.9% | -31.6% |
| 1Y | -0.8% | +11.9% | -12.7% | -7.9% |
| 3Y | +196.9% | +73.9% | +123.1% | +96.0% |
| 5Y | +49.2% | +57.9% | -8.7% | +4.5% |
| All | +197.9% | +222.7% | -24.8% | +2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling