+197.9%
PAAS vs ITOT
+289.0%
-91.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.8% |
| 7D | -7.0% | +3.3% | -10.3% | -9.2% |
| 30D | -15.3% | -2.5% | -12.8% | -13.6% |
| 3M | -27.7% | -2.3% | -25.4% | -26.3% |
| 6M | -40.5% | +3.0% | -43.5% | -41.2% |
| YTD | -26.5% | +11.9% | -38.4% | -31.1% |
| 1Y | -0.8% | +12.0% | -12.8% | -6.9% |
| 3Y | +196.9% | +77.8% | +119.2% | +107.5% |
| 5Y | +49.2% | +65.0% | -15.8% | +7.5% |
| All | +197.9% | +289.0% | -91.1% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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