+11.0%
IVV vs PAAS
+21.8%
-10.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.1% | +0.2% |
| 7D | -2.7% | +8.4% | -11.1% | -3.5% |
| 30D | -5.4% | -7.2% | +1.8% | -4.8% |
| 3M | -4.1% | -14.0% | +10.0% | -3.0% |
| 6M | +0.7% | -26.8% | +27.5% | +3.1% |
| YTD | +8.7% | -19.8% | +28.5% | +9.4% |
| 1Y | +11.0% | +22.8% | -11.9% | +5.4% |
| All | +11.0% | +21.8% | -10.9% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling