+71.3%
PAAS vs ROIV
+369.5%
-298.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +2.0% | -1.8% |
| 7D | -0.4% | -2.4% | +2.0% | -0.1% |
| 30D | -11.6% | +3.1% | -14.7% | -11.9% |
| 3M | -15.6% | +5.8% | -21.4% | -16.3% |
| 6M | -19.1% | +29.3% | -48.4% | -21.4% |
| YTD | -20.9% | +68.8% | -89.7% | -25.0% |
| 1Y | +21.3% | +81.0% | -59.7% | +14.3% |
| 3Y | +177.4% | +294.6% | -117.2% | +145.1% |
| 5Y | +71.3% | +373.1% | -301.8% | +40.6% |
| All | +71.3% | +369.5% | -298.2% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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