+48.5%
PPL vs VEEV
-4.9%
+53.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.5% |
| 7D | +0.4% | -2.9% | +3.4% | +0.6% |
| 30D | +5.4% | +7.5% | -2.1% | +5.0% |
| 3M | +4.3% | +39.5% | -35.2% | +2.2% |
| 6M | -1.3% | +81.5% | -82.8% | -5.0% |
| YTD | +4.7% | +36.1% | -31.4% | +2.7% |
| 1Y | +1.3% | +4.3% | -3.0% | +1.2% |
| 3Y | +57.2% | +54.8% | +2.4% | +50.2% |
| All | +48.5% | -4.9% | +53.4% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling