+306.2%
PAR price history and return analytics
+224.4%
+81.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -2.0% |
| 7D | +17.2% | -0.7% | +17.9% | +18.1% |
| 30D | +40.6% | -1.7% | +42.4% | +44.0% |
| 3M | +27.7% | -2.3% | +30.0% | +31.9% |
| 6M | +44.6% | +1.5% | +43.1% | +39.2% |
| YTD | -38.6% | +12.0% | -50.7% | -49.9% |
| 1Y | -42.9% | +12.9% | -55.8% | -53.9% |
| 3Y | -35.5% | +74.9% | -110.5% | -74.1% |
| 5Y | -66.2% | +59.9% | -126.1% | -83.4% |
| 10Y | +306.2% | +224.6% | +81.6% | +16.9% |
| All | +306.2% | +224.4% | +81.9% | +16.9% |
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