+349.6%
PAR price history and return analytics
+221.8%
+127.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.6% | +3.8% |
| 7D | +9.4% | +2.4% | +7.0% | +5.5% |
| 30D | +42.2% | -1.5% | +43.7% | +45.0% |
| 3M | +20.8% | -4.1% | +24.9% | +28.4% |
| 6M | +58.6% | +0.6% | +58.1% | +55.2% |
| YTD | -38.0% | +11.0% | -49.1% | -48.7% |
| 1Y | -42.5% | +13.3% | -55.8% | -53.9% |
| 3Y | -33.0% | +73.4% | -106.4% | -72.7% |
| 5Y | -66.5% | +57.4% | -123.9% | -83.2% |
| All | +349.6% | +221.8% | +127.8% | +34.0% |
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