+776.1%
IVV vs PAAS
+1,543.8%
-767.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.2% |
| 7D | +0.1% | -2.9% | +3.0% | +0.4% |
| 30D | +0.1% | +6.8% | -6.7% | -0.6% |
| 3M | +2.0% | -2.9% | +4.9% | +2.0% |
| 6M | +13.0% | -16.4% | +29.5% | +14.1% |
| YTD | +13.6% | 0.0% | +13.6% | +12.6% |
| 1Y | +20.1% | +54.3% | -34.2% | +14.4% |
| 3Y | +77.6% | +230.7% | -153.1% | +56.5% |
| 5Y | +82.5% | +111.6% | -29.2% | +64.4% |
| 10Y | +316.5% | +211.7% | +104.8% | +249.5% |
| All | +776.1% | +1,543.8% | -767.7% | +656.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling