+70.1%
VT vs PPG
+2.5%
+67.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.5% |
| 7D | -2.3% | +2.4% | -4.7% | -3.1% |
| 30D | -5.0% | +16.5% | -21.4% | -9.6% |
| 3M | -4.9% | +5.1% | -10.0% | -6.6% |
| 6M | -1.5% | +11.1% | -12.7% | -5.5% |
| YTD | +8.5% | +21.7% | -13.2% | -0.1% |
| 1Y | +11.4% | +32.0% | -20.6% | -0.7% |
| 3Y | +70.1% | +2.8% | +67.3% | +58.9% |
| All | +70.1% | +2.5% | +67.5% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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