-29.3%
PPSI price history and return analytics
+18.7%
-48.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.6% | -3.3% |
| 7D | -1.3% | -2.0% | +0.7% | +3.7% |
| 30D | +0.7% | -1.4% | +2.1% | +4.4% |
| 3M | -27.9% | +4.7% | -32.6% | -35.5% |
| 6M | -13.9% | +11.4% | -25.3% | -30.7% |
| YTD | -37.2% | +13.1% | -50.3% | -51.0% |
| 1Y | -29.3% | +19.0% | -48.3% | -53.3% |
| All | -29.3% | +18.7% | -48.0% | -53.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling