+477.4%
PAG price history and return analytics
+226.9%
+250.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +0.2% |
| 7D | -1.4% | -2.0% | +0.6% | +1.0% |
| 30D | +0.6% | -1.4% | +2.1% | +2.3% |
| 3M | +22.4% | +4.7% | +17.6% | +15.4% |
| 6M | +45.0% | +11.4% | +33.6% | +26.5% |
| YTD | +40.2% | +13.1% | +27.1% | +19.8% |
| 1Y | +21.5% | +19.0% | +2.5% | -2.8% |
| 3Y | +47.9% | +73.9% | -26.0% | -26.6% |
| 5Y | +173.7% | +65.4% | +108.3% | +45.0% |
| All | +477.4% | +226.9% | +250.5% | +42.4% |
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