-66.6%
PASG price history and return analytics
+74.5%
-141.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.4% |
| 7D | +15.9% | +2.9% | +13.0% | +8.8% |
| 30D | +10.2% | -2.5% | +12.7% | +14.4% |
| 3M | -12.6% | -3.3% | -9.3% | -8.0% |
| 6M | -20.3% | +1.5% | -21.8% | -24.7% |
| YTD | -66.0% | +11.4% | -77.4% | -73.2% |
| 1Y | -57.2% | +11.9% | -69.2% | -66.4% |
| All | -66.6% | +74.5% | -141.1% | -91.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling