+12.4%
PPSI price history and return analytics
+65.7%
-53.2%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.6% | +8.2% | +8.5% |
| 7D | +8.7% | -0.1% | +8.8% | +8.8% |
| 30D | +8.7% | -0.7% | +9.3% | +9.8% |
| 3M | -24.9% | +4.0% | -28.9% | -28.9% |
| 6M | -8.2% | +12.3% | -20.5% | -21.3% |
| YTD | -33.6% | +14.0% | -47.6% | -44.0% |
| 1Y | -24.2% | +20.3% | -44.5% | -40.3% |
| 3Y | -27.0% | +75.4% | -102.4% | -66.1% |
| 5Y | +12.4% | +66.0% | -53.5% | -21.1% |
| All | +12.4% | +65.7% | -53.2% | -21.1% |
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