-99.8%
PPBT price history and return analytics
+63.7%
-163.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.6% | -4.9% |
| 7D | -12.1% | -2.0% | -10.1% | -11.0% |
| 30D | +12.3% | -1.4% | +13.7% | +13.3% |
| 3M | -41.2% | +4.7% | -45.9% | -43.9% |
| 6M | -58.8% | +11.4% | -70.1% | -62.4% |
| YTD | -73.6% | +13.1% | -86.6% | -76.2% |
| 1Y | -69.0% | +19.0% | -88.0% | -73.1% |
| 3Y | -99.3% | +73.9% | -173.2% | -99.5% |
| 5Y | -99.8% | +65.4% | -165.2% | -99.9% |
| All | -99.8% | +63.7% | -163.5% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling