+119.5%
PPTA vs VT
+77.6%
+41.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.2% |
| 7D | -9.0% | +2.4% | -11.3% | -11.9% |
| 30D | +2.3% | -1.5% | +3.8% | +4.9% |
| 3M | -28.2% | -4.1% | -24.0% | -22.7% |
| 6M | -44.0% | +0.6% | -44.6% | -42.9% |
| YTD | -26.6% | +11.0% | -37.6% | -33.1% |
| 1Y | -19.1% | +13.3% | -32.5% | -28.2% |
| 3Y | +466.2% | +73.4% | +392.8% | +203.2% |
| 5Y | +229.9% | +57.4% | +172.4% | +98.5% |
| All | +119.5% | +77.6% | +41.9% | +9.5% |
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