+208.2%
PPC price history and return analytics
+345.0%
-136.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | +1.8% |
| 7D | +3.7% | -4.2% | +7.8% | +7.1% |
| 30D | +2.6% | -5.8% | +8.4% | +7.3% |
| 3M | +7.7% | -5.2% | +12.9% | +12.1% |
| 6M | -8.6% | +0.1% | -8.8% | -9.6% |
| YTD | -26.6% | +8.2% | -34.8% | -32.0% |
| 1Y | -22.6% | +10.1% | -32.7% | -29.3% |
| 3Y | +29.1% | +69.7% | -40.6% | -19.6% |
| 5Y | +20.5% | +53.4% | -32.9% | -18.9% |
| 10Y | +75.0% | +219.2% | -144.3% | -37.1% |
| All | +208.2% | +345.0% | -136.8% | +8.8% |
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