-19.0%
PAX price history and return analytics
+63.7%
-82.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.3% |
| 7D | -5.0% | -2.0% | -3.0% | -2.8% |
| 30D | -4.0% | -1.4% | -2.6% | -2.4% |
| 3M | -2.8% | +4.7% | -7.5% | -7.7% |
| 6M | -6.6% | +11.4% | -17.9% | -17.1% |
| YTD | -29.6% | +13.1% | -42.7% | -38.5% |
| 1Y | -20.4% | +19.0% | -39.4% | -34.4% |
| 3Y | -11.7% | +73.9% | -85.6% | -51.5% |
| 5Y | -19.0% | +65.4% | -84.4% | -52.7% |
| All | -19.0% | +63.7% | -82.6% | -52.7% |
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