+1.5%
PPL vs VEEV
-5.1%
+6.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | -0.2% |
| 7D | +1.8% | -5.2% | +6.9% | +1.6% |
| 30D | -1.1% | +14.9% | -16.0% | -0.6% |
| 3M | 0.0% | +58.4% | -58.3% | +1.5% |
| 6M | -7.6% | +35.5% | -43.1% | -6.8% |
| YTD | +1.7% | +18.6% | -16.9% | +1.8% |
| 1Y | +1.5% | -6.3% | +7.9% | +1.0% |
| All | +1.5% | -5.1% | +6.6% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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