+289.6%
PAVE price history and return analytics
+201.3%
+88.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +0.3% |
| 7D | -2.0% | -1.1% | -0.9% | -0.6% |
| 30D | -7.5% | -1.0% | -6.6% | -6.4% |
| 3M | -5.3% | +3.2% | -8.4% | -8.7% |
| 6M | +4.2% | +12.5% | -8.3% | -9.5% |
| YTD | +13.4% | +14.1% | -0.7% | -3.1% |
| 1Y | +15.7% | +18.9% | -3.2% | -5.9% |
| 3Y | +75.7% | +74.1% | +1.6% | -8.8% |
| 5Y | +111.2% | +66.9% | +44.3% | +15.6% |
| All | +289.6% | +201.3% | +88.3% | -2.1% |
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