+888.8%
PPA price history and return analytics
+346.0%
+542.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | -3.4% | -2.3% | -1.1% | -1.5% |
| 30D | +0.2% | -5.0% | +5.2% | +4.6% |
| 3M | -15.6% | -4.9% | -10.7% | -11.9% |
| 6M | -8.7% | -1.5% | -7.1% | -7.6% |
| YTD | -1.8% | +8.5% | -10.3% | -8.5% |
| 1Y | +0.8% | +11.4% | -10.6% | -8.1% |
| 3Y | +85.7% | +70.1% | +15.6% | +17.6% |
| 5Y | +109.2% | +53.7% | +55.5% | +43.4% |
| 10Y | +338.3% | +220.0% | +118.3% | +65.6% |
| All | +888.8% | +346.0% | +542.8% | +180.5% |
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