+36.8%
PAXS price history and return analytics
+74.2%
-37.5%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.1% |
| 7D | -3.7% | -1.1% | -2.5% | -3.1% |
| 30D | -3.5% | -1.0% | -2.5% | -3.0% |
| 3M | -0.7% | +3.2% | -3.8% | -2.3% |
| 6M | -2.4% | +12.5% | -14.9% | -8.4% |
| YTD | -2.8% | +14.1% | -16.9% | -9.6% |
| 1Y | -6.0% | +18.9% | -24.9% | -14.7% |
| 3Y | +36.8% | +74.1% | -37.3% | -2.7% |
| All | +36.8% | +74.2% | -37.5% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling