+122.5%
PPA vs VT
+57.5%
+65.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.4% |
| 7D | -0.8% | -0.1% | -0.6% | -0.7% |
| 30D | +3.8% | -3.1% | +6.8% | +6.5% |
| 3M | -12.3% | -3.5% | -8.8% | -9.7% |
| 6M | -3.7% | +0.5% | -4.1% | -4.1% |
| YTD | +3.1% | +10.8% | -7.6% | -5.5% |
| 1Y | +4.3% | +11.9% | -7.6% | -5.2% |
| 3Y | +93.1% | +73.0% | +20.1% | +22.9% |
| 5Y | +122.5% | +58.6% | +63.9% | +50.4% |
| All | +122.5% | +57.5% | +65.0% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling