-97.8%
PASG price history and return analytics
+53.4%
-151.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | +0.2% | +14.7% | +14.5% |
| 7D | +15.2% | -2.3% | +17.5% | +19.9% |
| 30D | +3.1% | -5.0% | +8.1% | +12.4% |
| 3M | -9.7% | -4.9% | -4.8% | -1.8% |
| 6M | -3.5% | -1.5% | -2.0% | -2.1% |
| YTD | -66.3% | +8.5% | -74.8% | -70.8% |
| 1Y | -38.9% | +11.4% | -50.3% | -49.0% |
| 3Y | -70.2% | +70.1% | -140.3% | -87.6% |
| All | -97.8% | +53.4% | -151.2% | -98.8% |
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