-99.0%
PASW price history and return analytics
+21.7%
-120.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +0.2% |
| 7D | -71.2% | +0.4% | -71.5% | -70.1% |
| 30D | -72.3% | -2.6% | -69.7% | -70.7% |
| 3M | -74.0% | -3.2% | -70.8% | -72.4% |
| 6M | -77.8% | +0.9% | -78.7% | -77.2% |
| YTD | -93.3% | +11.3% | -104.6% | -93.6% |
| 1Y | -94.4% | +14.0% | -108.4% | -94.7% |
| All | -99.0% | +21.7% | -120.7% | -99.1% |
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