+118.2%
PAAS vs ITOT
+74.3%
+43.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +2.0% | +0.7% | +1.3% | +1.4% |
| 30D | -0.1% | -1.1% | +1.0% | +1.0% |
| 3M | +8.2% | +3.9% | +4.4% | +4.8% |
| 6M | -13.8% | +14.7% | -28.5% | -22.8% |
| YTD | -0.6% | +13.3% | -14.0% | -9.9% |
| 1Y | +44.0% | +19.1% | +24.9% | +25.7% |
| 3Y | +246.6% | +77.3% | +169.2% | +119.4% |
| All | +118.2% | +74.3% | +43.9% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling