+228.2%
PPC vs VT
+374.2%
-146.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.8% | +0.4% | -4.3% | -4.2% |
| 30D | +14.7% | +1.0% | +13.7% | +13.8% |
| 3M | +5.2% | +2.4% | +2.8% | +2.6% |
| 6M | -26.5% | +12.0% | -38.5% | -33.4% |
| YTD | -21.8% | +15.3% | -37.2% | -30.9% |
| 1Y | -31.2% | +22.6% | -53.8% | -42.3% |
| 3Y | +43.6% | +74.7% | -31.0% | -12.3% |
| 5Y | +28.5% | +66.1% | -37.6% | -18.8% |
| 10Y | +52.8% | +225.0% | -172.2% | -45.5% |
| All | +228.2% | +374.2% | -146.0% | +10.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling