+209.8%
PPTA vs VT
+84.5%
+125.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.1% | +0.4% | -0.5% | -0.7% |
| 30D | +9.4% | +1.0% | +8.4% | +8.2% |
| 3M | +0.2% | +2.4% | -2.2% | -1.7% |
| 6M | -26.6% | +12.0% | -38.6% | -35.5% |
| YTD | +3.6% | +15.3% | -11.7% | -11.5% |
| 1Y | +38.8% | +22.6% | +16.3% | +9.9% |
| 3Y | +667.3% | +74.7% | +592.6% | +298.6% |
| 5Y | +388.1% | +66.1% | +322.0% | +170.1% |
| All | +209.8% | +84.5% | +125.3% | +45.0% |
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