+1,304.4%
PPL vs VIAV
+2,711.0%
-1,406.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +12.3% | -12.6% | -1.0% |
| 7D | -1.2% | +15.0% | -16.3% | -2.1% |
| 30D | +4.2% | -29.7% | +33.9% | +5.9% |
| 3M | +1.5% | -18.3% | +19.8% | +2.0% |
| 6M | +1.0% | -37.6% | +38.6% | +2.5% |
| YTD | +4.4% | +79.5% | -75.1% | -1.3% |
| 1Y | +0.8% | +79.6% | -78.8% | -4.8% |
| 3Y | +56.5% | +310.0% | -253.5% | +39.3% |
| 5Y | +47.7% | +105.9% | -58.3% | +36.3% |
| 10Y | +64.4% | +309.0% | -244.5% | +45.5% |
| All | +1,304.4% | +2,711.0% | -1,406.7% | +1,037.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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