-66.6%
PAR price history and return analytics
+57.4%
-123.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +2.0% |
| 7D | +21.1% | +0.4% | +20.7% | +20.1% |
| 30D | +40.6% | -2.6% | +43.2% | +46.1% |
| 3M | +22.5% | -3.2% | +25.7% | +28.5% |
| 6M | +51.5% | +0.9% | +50.5% | +46.9% |
| YTD | -39.9% | +11.3% | -51.2% | -51.0% |
| 1Y | -43.6% | +14.0% | -57.6% | -55.9% |
| 3Y | -31.0% | +75.8% | -106.8% | -75.1% |
| 5Y | -66.6% | +57.8% | -124.4% | -83.0% |
| All | -66.6% | +57.4% | -123.9% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling