-73.1%
PAR price history and return analytics
+66.2%
-139.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.5% | -6.5% | -6.2% |
| 7D | -1.0% | +1.0% | -2.0% | -2.6% |
| 30D | +3.3% | -0.2% | +3.5% | +3.6% |
| 3M | +38.5% | +4.5% | +33.9% | +27.5% |
| 6M | -4.3% | +14.1% | -18.4% | -25.0% |
| YTD | -49.3% | +14.8% | -64.1% | -60.6% |
| 1Y | -61.7% | +21.2% | -82.9% | -73.0% |
| 3Y | -58.0% | +76.6% | -134.5% | -84.8% |
| 5Y | -73.1% | +66.6% | -139.7% | -87.7% |
| All | -73.1% | +66.2% | -139.3% | -87.7% |
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