+54.2%
PPG vs VT
+222.7%
-168.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.4% |
| 7D | -0.2% | +2.9% | -3.0% | -3.2% |
| 30D | +17.7% | -2.5% | +20.2% | +20.9% |
| 3M | +7.4% | -3.3% | +10.7% | +11.3% |
| 6M | +16.4% | +1.5% | +14.9% | +14.4% |
| YTD | +22.4% | +11.4% | +11.0% | +9.3% |
| 1Y | +28.6% | +11.9% | +16.7% | +14.2% |
| 3Y | +2.0% | +73.9% | -71.9% | -43.4% |
| 5Y | -15.6% | +57.9% | -73.5% | -48.0% |
| All | +54.2% | +222.7% | -168.5% | -53.9% |
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 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