+141.1%
PPTA vs VT
+73.5%
+67.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.2% | +16.4% | +16.2% |
| 7D | +17.3% | -2.3% | +19.6% | +21.0% |
| 30D | -2.3% | -5.0% | +2.7% | +5.7% |
| 3M | -14.5% | -4.9% | -9.6% | -7.0% |
| 6M | -34.7% | -1.5% | -33.1% | -31.2% |
| YTD | -19.3% | +8.5% | -27.8% | -24.1% |
| 1Y | -6.3% | +11.4% | -17.7% | -14.5% |
| 3Y | +450.1% | +70.1% | +380.1% | +203.1% |
| 5Y | +311.2% | +53.7% | +257.4% | +155.9% |
| All | +141.1% | +73.5% | +67.6% | +24.4% |
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