+63.2%
PAAS vs VIVK
-100.0%
+163.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -22.8% | +16.9% | -5.5% |
| 7D | +4.2% | -56.0% | +60.1% | +5.0% |
| 30D | -13.8% | -92.3% | +78.5% | -11.5% |
| 3M | -22.7% | -98.6% | +75.9% | -19.2% |
| 6M | -32.1% | -99.9% | +67.9% | -26.9% |
| YTD | -22.3% | -100.0% | +77.7% | -17.4% |
| 1Y | +7.7% | -100.0% | +107.7% | +19.7% |
| 3Y | +214.0% | -100.0% | +314.0% | +243.7% |
| 5Y | +63.2% | -100.0% | +163.2% | +76.4% |
| All | +63.2% | -100.0% | +163.2% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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