+145.0%
PPT price history and return analytics
+357.6%
-212.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.9% |
| 7D | +1.2% | +0.4% | +0.8% | +1.0% |
| 30D | +4.5% | -2.6% | +7.1% | +5.4% |
| 3M | +0.6% | -3.2% | +3.8% | +1.6% |
| 6M | 0.0% | +0.9% | -1.0% | -0.6% |
| YTD | +2.7% | +11.3% | -8.7% | -1.6% |
| 1Y | +1.9% | +14.0% | -12.1% | -3.2% |
| 3Y | +27.5% | +75.8% | -48.3% | +2.8% |
| 5Y | +17.3% | +57.8% | -40.5% | -2.5% |
| 10Y | +55.1% | +219.8% | -164.7% | -2.0% |
| All | +145.0% | +357.6% | -212.6% | +20.1% |
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