+358.5%
PPA price history and return analytics
+222.7%
+135.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.0% |
| 7D | -1.4% | -0.1% | -1.3% | -1.2% |
| 30D | -12.3% | -0.7% | -11.7% | -11.8% |
| 3M | -6.0% | +4.0% | -10.0% | -9.5% |
| 6M | -10.8% | +12.3% | -23.1% | -20.3% |
| YTD | +3.1% | +14.0% | -10.9% | -9.2% |
| 1Y | +10.3% | +20.3% | -10.0% | -7.7% |
| 3Y | +99.3% | +75.4% | +23.8% | +15.0% |
| 5Y | +128.6% | +66.0% | +62.6% | +38.4% |
| 10Y | +358.5% | +228.2% | +130.3% | +45.6% |
| All | +358.5% | +222.7% | +135.8% | +45.6% |
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