-70.6%
PAGS price history and return analytics
+134.9%
-205.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.5% | -0.6% |
| 7D | +0.3% | +0.4% | -0.1% | -0.5% |
| 30D | -29.1% | -2.6% | -26.5% | -26.1% |
| 3M | -10.9% | -3.2% | -7.6% | -5.8% |
| 6M | -19.3% | +0.9% | -20.2% | -21.5% |
| YTD | -13.5% | +11.3% | -24.8% | -28.9% |
| 1Y | -9.9% | +14.0% | -23.9% | -29.0% |
| 3Y | +15.9% | +75.8% | -60.0% | -59.2% |
| 5Y | -74.7% | +57.8% | -132.5% | -88.1% |
| All | -70.6% | +134.9% | -205.5% | -92.8% |
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 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