+364.8%
IGV vs PAAS
+207.5%
+157.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.4% | -0.2% |
| 7D | +2.5% | -7.0% | +9.5% | +3.4% |
| 30D | -8.6% | -15.3% | +6.7% | -6.8% |
| 3M | -1.6% | -27.7% | +26.2% | +2.1% |
| 6M | +13.4% | -40.5% | +53.9% | +20.1% |
| YTD | -4.0% | -26.5% | +22.5% | -1.8% |
| 1Y | -7.6% | -0.8% | -6.9% | -9.3% |
| 3Y | +39.3% | +196.9% | -157.7% | +16.1% |
| 5Y | +14.5% | +49.2% | -34.7% | +1.3% |
| All | +364.8% | +207.5% | +157.3% | +286.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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