+350.6%
PAAS vs ITOT
+896.7%
-546.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.1% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +6.8% | 0.0% | +6.8% | +6.8% |
| 3M | -2.9% | +2.0% | -4.8% | -4.0% |
| 6M | -16.4% | +13.0% | -29.5% | -23.7% |
| YTD | 0.0% | +14.0% | -13.9% | -9.0% |
| 1Y | +54.3% | +19.9% | +34.4% | +35.0% |
| 3Y | +230.7% | +75.8% | +154.9% | +112.0% |
| 5Y | +111.6% | +73.8% | +37.8% | +35.6% |
| 10Y | +211.7% | +295.9% | -84.2% | -4.6% |
| All | +350.6% | +896.7% | -546.1% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling