+14.6%
PPC vs VT
+57.9%
-43.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.8% | -4.8% |
| 7D | +0.7% | -1.6% | +2.3% | +1.4% |
| 30D | -0.8% | -2.5% | +1.7% | +0.2% |
| 3M | -2.3% | -1.3% | -1.0% | -1.8% |
| 6M | -14.4% | +3.1% | -17.5% | -16.2% |
| YTD | -30.0% | +10.9% | -41.0% | -34.0% |
| 1Y | -28.1% | +12.1% | -40.1% | -32.6% |
| 3Y | +23.1% | +73.9% | -50.8% | -14.9% |
| All | +14.6% | +57.9% | -43.2% | -17.5% |
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