-23.1%
PPG price history and return analytics
+65.7%
-88.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.6% |
| 7D | -6.2% | -1.1% | -5.1% | -5.0% |
| 30D | -7.9% | -1.0% | -7.0% | -6.9% |
| 3M | -10.2% | +3.2% | -13.4% | -13.3% |
| 6M | +2.7% | +12.5% | -9.8% | -10.0% |
| YTD | +4.9% | +14.1% | -9.2% | -9.5% |
| 1Y | -3.2% | +18.9% | -22.1% | -20.5% |
| 3Y | -17.0% | +74.1% | -91.1% | -56.4% |
| All | -23.1% | +65.7% | -88.8% | -58.8% |
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 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