+357.9%
IGV vs PAAS
+197.3%
+160.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.2% | -1.7% |
| 7D | -3.3% | +2.0% | -5.3% | -3.6% |
| 30D | 0.0% | -0.1% | +0.1% | -0.2% |
| 3M | +7.3% | +8.2% | -0.9% | +5.9% |
| 6M | +16.7% | -13.8% | +30.5% | +17.9% |
| YTD | -2.8% | -0.6% | -2.2% | -4.1% |
| 1Y | -6.7% | +44.0% | -50.7% | -12.5% |
| 3Y | +41.1% | +246.6% | -205.5% | +15.6% |
| 5Y | +22.0% | +116.1% | -94.1% | +3.6% |
| 10Y | +357.9% | +202.7% | +155.2% | +277.9% |
| All | +357.9% | +197.3% | +160.6% | +277.9% |
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