+48.5%
PAG price history and return analytics
+74.2%
-25.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.2% |
| 7D | +0.1% | -0.1% | +0.3% | +0.2% |
| 30D | +1.6% | -0.7% | +2.3% | +2.2% |
| 3M | +22.0% | +4.0% | +18.0% | +17.4% |
| 6M | +42.1% | +12.3% | +29.9% | +27.0% |
| YTD | +41.3% | +14.0% | +27.2% | +24.0% |
| 1Y | +21.3% | +20.3% | +1.0% | +0.6% |
| All | +48.5% | +74.2% | -25.7% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling