+64.9%
PPI vs VT
+54.1%
+10.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -5.3% | -2.3% | -2.9% | -3.3% |
| 30D | -6.5% | -5.0% | -1.5% | -2.1% |
| 3M | -10.9% | -4.9% | -6.0% | -6.8% |
| 6M | -14.8% | -1.5% | -13.3% | -13.8% |
| YTD | +2.6% | +8.5% | -5.9% | -5.2% |
| 1Y | +4.3% | +11.4% | -7.1% | -5.9% |
| 3Y | +52.0% | +70.1% | -18.1% | -7.0% |
| All | +64.9% | +54.1% | +10.8% | +7.3% |
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