+128.3%
PAI price history and return analytics
+360.7%
-232.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.4% |
| 7D | +0.4% | -0.7% | +1.1% | +0.5% |
| 30D | +2.5% | -1.7% | +4.3% | +2.9% |
| 3M | -1.9% | -2.3% | +0.4% | -1.4% |
| 6M | -2.5% | +1.5% | -4.1% | -3.0% |
| YTD | -3.7% | +12.0% | -15.7% | -6.3% |
| 1Y | -2.5% | +12.9% | -15.4% | -5.4% |
| 3Y | +20.3% | +74.9% | -54.6% | +5.3% |
| 5Y | -7.8% | +59.9% | -67.7% | -18.1% |
| 10Y | +35.0% | +224.6% | -189.6% | +1.2% |
| All | +128.3% | +360.7% | -232.3% | +69.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling