+735.8%
IVV vs PAAS
+1,199.3%
-463.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.2% | -4.2% |
| 7D | -4.8% | -0.4% | -4.3% | -4.8% |
| 30D | -5.9% | -11.6% | +5.7% | -5.0% |
| 3M | -4.5% | -15.6% | +11.1% | -3.4% |
| 6M | +1.8% | -19.1% | +21.0% | +3.1% |
| YTD | +8.4% | -20.9% | +29.3% | +9.4% |
| 1Y | +9.4% | +21.3% | -11.9% | +6.4% |
| 3Y | +75.3% | +177.4% | -102.1% | +56.7% |
| 5Y | +67.8% | +71.3% | -3.6% | +53.7% |
| 10Y | +314.2% | +181.5% | +132.7% | +250.8% |
| All | +735.8% | +1,199.3% | -463.5% | +635.1% |
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