+248.6%
PPIH vs VT
+76.6%
+172.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.3% |
| 7D | +7.8% | +1.0% | +6.8% | +6.3% |
| 30D | +10.1% | -0.2% | +10.3% | +10.4% |
| 3M | -6.9% | +4.5% | -11.5% | -12.3% |
| 6M | +1.8% | +14.1% | -12.2% | -14.5% |
| YTD | -4.1% | +14.8% | -18.9% | -19.7% |
| 1Y | -8.3% | +21.2% | -29.5% | -28.5% |
| 3Y | +248.6% | +76.6% | +172.1% | +111.7% |
| All | +248.6% | +76.6% | +172.0% | +111.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling