+71.8%
PPC price history and return analytics
+215.5%
-143.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -0.7% | -2.3% | +1.7% | +0.9% |
| 30D | +1.5% | -5.0% | +6.4% | +4.9% |
| 3M | +3.6% | -4.9% | +8.4% | +7.1% |
| 6M | -8.8% | -1.5% | -7.3% | -8.6% |
| YTD | -26.8% | +8.5% | -35.3% | -31.8% |
| 1Y | -22.1% | +11.4% | -33.4% | -28.8% |
| 3Y | +27.3% | +70.1% | -42.7% | -19.2% |
| 5Y | +20.1% | +53.7% | -33.6% | -17.4% |
| All | +71.8% | +215.5% | -143.7% | -40.0% |
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