+530.5%
PPG vs VT
+346.0%
+184.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -1.0% |
| 7D | +2.4% | -2.3% | +4.7% | +4.8% |
| 30D | +16.5% | -5.0% | +21.4% | +22.5% |
| 3M | +5.1% | -4.9% | +10.0% | +10.5% |
| 6M | +11.1% | -1.5% | +12.7% | +12.9% |
| YTD | +21.7% | +8.5% | +13.2% | +12.5% |
| 1Y | +32.0% | +11.4% | +20.6% | +18.7% |
| 3Y | +2.8% | +70.1% | -67.3% | -39.4% |
| 5Y | -16.5% | +53.7% | -70.3% | -45.0% |
| 10Y | +59.3% | +220.0% | -160.6% | -48.4% |
| All | +530.5% | +346.0% | +184.4% | +40.4% |
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