+323.3%
PPA price history and return analytics
+217.6%
+105.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.4% |
| 7D | -0.8% | -0.1% | -0.6% | -0.7% |
| 30D | +3.8% | -3.1% | +6.8% | +6.9% |
| 3M | -12.3% | -3.5% | -8.8% | -9.3% |
| 6M | -3.7% | +0.5% | -4.1% | -4.2% |
| YTD | +3.1% | +10.8% | -7.6% | -6.8% |
| 1Y | +4.3% | +11.9% | -7.6% | -6.6% |
| 3Y | +93.1% | +73.0% | +20.1% | +12.8% |
| 5Y | +122.5% | +58.6% | +63.9% | +40.8% |
| 10Y | +323.3% | +219.2% | +104.1% | +42.4% |
| All | +323.3% | +217.6% | +105.6% | +42.4% |
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 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