+356.1%
PPA vs VT
+224.5%
+131.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.8% | +0.4% | -3.3% | -3.3% |
| 30D | -10.0% | +1.0% | -10.9% | -10.8% |
| 3M | -4.7% | +2.4% | -7.1% | -6.9% |
| 6M | -10.0% | +12.0% | -22.0% | -19.4% |
| YTD | +5.6% | +15.3% | -9.8% | -8.1% |
| 1Y | +12.6% | +22.6% | -10.0% | -7.5% |
| 3Y | +97.0% | +74.7% | +22.3% | +14.2% |
| 5Y | +131.1% | +66.1% | +65.0% | +39.9% |
| All | +356.1% | +224.5% | +131.7% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling