+196.2%
PAAS price history and return analytics
+221.8%
-25.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | -8.9% | +2.4% | -11.3% | -10.8% |
| 30D | -11.4% | -1.5% | -9.9% | -10.0% |
| 3M | -20.4% | -4.1% | -16.3% | -16.9% |
| 6M | -40.7% | +0.6% | -41.2% | -40.3% |
| YTD | -26.9% | +11.0% | -38.0% | -31.8% |
| 1Y | -3.1% | +13.3% | -16.4% | -10.9% |
| 3Y | +199.3% | +73.4% | +125.9% | +98.0% |
| 5Y | +48.3% | +57.4% | -9.1% | +4.2% |
| All | +196.2% | +221.8% | -25.6% | +2.2% |
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