+48.1%
PPT price history and return analytics
+229.8%
-181.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -2.6% | -1.1% | -1.5% | -2.2% |
| 30D | -3.3% | -1.0% | -2.3% | -3.0% |
| 3M | -1.3% | +3.2% | -4.4% | -2.5% |
| 6M | -1.6% | +12.5% | -14.1% | -6.1% |
| YTD | -0.8% | +14.1% | -14.8% | -5.8% |
| 1Y | -2.8% | +18.9% | -21.7% | -9.3% |
| 3Y | +24.1% | +74.1% | -50.0% | -1.5% |
| 5Y | +11.2% | +66.9% | -55.7% | -10.8% |
| All | +48.1% | +229.8% | -181.6% | -9.8% |
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