+313.4%
IVV vs PAAS
+183.5%
+129.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.4% |
| 7D | -0.9% | -5.2% | +4.3% | -0.4% |
| 30D | -2.3% | -13.9% | +11.6% | -1.0% |
| 3M | -1.2% | -23.8% | +22.6% | +1.1% |
| 6M | +3.3% | -36.4% | +39.7% | +7.2% |
| YTD | +12.3% | -23.4% | +35.7% | +13.8% |
| 1Y | +12.5% | +5.6% | +6.9% | +10.3% |
| 3Y | +79.2% | +209.7% | -130.5% | +55.4% |
| 5Y | +75.6% | +55.6% | +20.1% | +59.1% |
| 10Y | +313.4% | +212.2% | +101.1% | +255.8% |
| All | +313.4% | +183.5% | +129.9% | +255.8% |
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