+321.7%
PPA price history and return analytics
+224.4%
+97.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | -0.3% |
| 7D | +3.2% | -0.7% | +3.9% | +3.9% |
| 30D | +5.0% | -1.7% | +6.8% | +6.7% |
| 3M | -11.6% | -2.3% | -9.3% | -9.7% |
| 6M | -3.9% | +1.5% | -5.4% | -5.4% |
| YTD | +4.0% | +12.0% | -8.1% | -7.0% |
| 1Y | +5.2% | +12.9% | -7.7% | -6.6% |
| 3Y | +94.7% | +74.9% | +19.7% | +12.4% |
| 5Y | +126.8% | +59.9% | +66.9% | +42.4% |
| 10Y | +321.7% | +224.6% | +97.1% | +37.1% |
| All | +321.7% | +224.4% | +97.3% | +37.1% |
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