-22.6%
PPC vs VT
+10.7%
-33.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | -1.0% |
| 7D | +3.7% | -4.2% | +7.8% | +3.9% |
| 30D | +2.6% | -5.8% | +8.4% | +3.1% |
| 3M | +7.7% | -5.2% | +12.9% | +8.1% |
| 6M | -8.6% | +0.1% | -8.8% | -9.4% |
| YTD | -26.6% | +8.2% | -34.8% | -28.3% |
| 1Y | -22.6% | +10.1% | -32.7% | -24.6% |
| All | -22.6% | +10.7% | -33.3% | -24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling