+19.5%
PPC price history and return analytics
+53.4%
-33.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -0.7% | -2.3% | +1.7% | +0.4% |
| 30D | +1.5% | -5.0% | +6.4% | +3.7% |
| 3M | +3.6% | -4.9% | +8.4% | +5.9% |
| 6M | -8.8% | -1.5% | -7.3% | -8.7% |
| YTD | -26.8% | +8.5% | -35.3% | -30.3% |
| 1Y | -22.1% | +11.4% | -33.4% | -26.8% |
| 3Y | +27.3% | +70.1% | -42.7% | -11.1% |
| All | +19.5% | +53.4% | -33.9% | -13.6% |
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 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