+109.8%
PPA vs VT
+53.4%
+56.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | -3.4% | -2.3% | -1.1% | -1.6% |
| 30D | +0.2% | -5.0% | +5.2% | +4.6% |
| 3M | -15.6% | -4.9% | -10.7% | -12.0% |
| 6M | -8.7% | -1.5% | -7.1% | -7.6% |
| YTD | -1.8% | +8.5% | -10.3% | -8.5% |
| 1Y | +0.8% | +11.4% | -10.6% | -8.0% |
| 3Y | +85.7% | +70.1% | +15.6% | +19.9% |
| All | +109.8% | +53.4% | +56.4% | +46.3% |
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