-31.5%
PAX price history and return analytics
+86.5%
-118.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.2% |
| 7D | -4.7% | -1.1% | -3.6% | -3.4% |
| 30D | -4.4% | -1.0% | -3.4% | -3.3% |
| 3M | -6.3% | +3.2% | -9.5% | -9.6% |
| 6M | -8.6% | +12.5% | -21.1% | -20.1% |
| YTD | -30.5% | +14.1% | -44.5% | -40.1% |
| 1Y | -22.9% | +18.9% | -41.8% | -36.8% |
| 3Y | -13.2% | +74.1% | -87.3% | -53.5% |
| 5Y | -20.0% | +66.9% | -86.8% | -54.2% |
| All | -31.5% | +86.5% | -118.0% | -68.2% |
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 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