+21.9%
PPC vs VT
+60.6%
-38.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.6% | +5.6% |
| 7D | +10.0% | -0.3% | +10.3% | +10.1% |
| 30D | +3.6% | -1.4% | +5.1% | +4.2% |
| 3M | +7.6% | -1.4% | +9.0% | +8.3% |
| 6M | -5.2% | +5.5% | -10.6% | -8.0% |
| YTD | -25.6% | +12.8% | -38.4% | -30.4% |
| 1Y | -22.1% | +15.4% | -37.5% | -28.0% |
| 3Y | +30.9% | +76.9% | -46.0% | -10.2% |
| 5Y | +21.9% | +60.4% | -38.5% | -12.9% |
| All | +21.9% | +60.6% | -38.7% | -12.9% |
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