-25.8%
PPSI price history and return analytics
+285.7%
-311.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.2% |
| 7D | -2.2% | +2.4% | -4.6% | -4.1% |
| 30D | -21.6% | -1.5% | -20.1% | -20.4% |
| 3M | -26.5% | -4.1% | -22.4% | -23.8% |
| 6M | -47.4% | +0.6% | -47.9% | -47.0% |
| YTD | -53.1% | +11.0% | -64.1% | -55.7% |
| 1Y | -43.2% | +13.3% | -56.6% | -47.2% |
| 3Y | -51.7% | +73.4% | -125.1% | -65.6% |
| 5Y | -64.5% | +57.4% | -121.9% | -73.2% |
| 10Y | -16.4% | +221.7% | -238.1% | -48.6% |
| All | -25.8% | +285.7% | -311.5% | -55.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling