+72.4%
PPC vs VT
+214.8%
-142.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | +1.5% |
| 7D | +3.7% | -4.2% | +7.8% | +6.7% |
| 30D | +2.6% | -5.8% | +8.4% | +6.7% |
| 3M | +7.7% | -5.2% | +12.9% | +11.6% |
| 6M | -8.6% | +0.1% | -8.8% | -9.5% |
| YTD | -26.6% | +8.2% | -34.8% | -31.5% |
| 1Y | -22.6% | +10.1% | -32.7% | -28.7% |
| 3Y | +29.1% | +69.7% | -40.6% | -18.0% |
| 5Y | +20.5% | +53.4% | -32.9% | -17.0% |
| All | +72.4% | +214.8% | -142.4% | -39.7% |
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