+5.0%
PPSI price history and return analytics
+229.8%
-224.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +2.2% |
| 7D | +5.9% | -1.1% | +7.0% | +7.0% |
| 30D | -0.3% | -1.0% | +0.7% | +0.7% |
| 3M | -26.8% | +3.2% | -29.9% | -28.5% |
| 6M | -9.2% | +12.5% | -21.7% | -16.9% |
| YTD | -35.3% | +14.1% | -49.4% | -41.2% |
| 1Y | -32.6% | +18.9% | -51.5% | -40.6% |
| 3Y | -30.5% | +74.1% | -104.5% | -53.6% |
| 5Y | +15.2% | +66.9% | -51.7% | -20.1% |
| All | +5.0% | +229.8% | -224.8% | -37.4% |
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