+83.1%
IVV vs PAAS
+113.1%
-30.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.1% |
| 7D | +0.1% | -2.9% | +3.0% | +0.4% |
| 30D | +0.1% | +6.8% | -6.7% | -0.9% |
| 3M | +2.0% | -2.9% | +4.9% | +1.9% |
| 6M | +13.0% | -16.4% | +29.5% | +14.4% |
| YTD | +13.6% | 0.0% | +13.6% | +12.0% |
| 1Y | +20.1% | +54.3% | -34.2% | +11.9% |
| 3Y | +77.6% | +230.7% | -153.1% | +46.1% |
| All | +83.1% | +113.1% | -30.0% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling