+118.2%
PAAS vs VIVK
-100.0%
+218.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.7% | -8.3% | -0.7% |
| 7D | +2.0% | +13.1% | -11.1% | +1.8% |
| 30D | -0.1% | -29.7% | +29.6% | +0.2% |
| 3M | +8.2% | -93.0% | +101.2% | +10.6% |
| 6M | -13.8% | -98.0% | +84.2% | -11.3% |
| YTD | -0.6% | -97.8% | +97.1% | +1.4% |
| 1Y | +44.0% | -100.0% | +144.0% | +56.4% |
| 3Y | +246.6% | -100.0% | +346.6% | +266.1% |
| All | +118.2% | -100.0% | +218.2% | +125.2% |
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