+204.2%
PAAS vs VIVK
-100.0%
+304.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -12.3% | +9.9% | -2.4% |
| 7D | -2.9% | -1.4% | -1.5% | -2.9% |
| 30D | +6.8% | -43.6% | +50.4% | +6.9% |
| 3M | -2.9% | -95.1% | +92.2% | -2.5% |
| 6M | -16.4% | -98.2% | +81.8% | -16.1% |
| YTD | 0.0% | -97.9% | +97.9% | +0.3% |
| 1Y | +54.3% | -100.0% | +154.3% | +55.6% |
| 3Y | +230.7% | -100.0% | +330.7% | +232.9% |
| 5Y | +111.6% | -100.0% | +211.6% | +113.1% |
| 10Y | +211.7% | -100.0% | +311.7% | +211.8% |
| All | +204.2% | -100.0% | +304.2% | +193.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling