+296.3%
PPIH price history and return analytics
+229.8%
+66.5%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.4% | +4.8% |
| 7D | +8.9% | -1.1% | +10.0% | +9.5% |
| 30D | +16.2% | -1.0% | +17.2% | +16.8% |
| 3M | +14.9% | +3.2% | +11.7% | +13.5% |
| 6M | +5.4% | +12.5% | -7.1% | +0.5% |
| YTD | +1.8% | +14.1% | -12.2% | -3.1% |
| 1Y | -2.8% | +18.9% | -21.7% | -8.9% |
| 3Y | +263.6% | +74.1% | +189.6% | +207.9% |
| 5Y | +318.3% | +66.9% | +251.4% | +255.7% |
| All | +296.3% | +229.8% | +66.5% | +200.3% |
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