+1,305.1%
PPL vs VIAV
+2,625.8%
-1,320.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.2% |
| 7D | 0.0% | +3.2% | -3.2% | -0.3% |
| 30D | +4.3% | -31.8% | +36.1% | +6.2% |
| 3M | +2.9% | -16.6% | +19.6% | +3.3% |
| 6M | +1.1% | -39.4% | +40.5% | +2.8% |
| YTD | +4.5% | +74.0% | -69.6% | -1.0% |
| 1Y | +0.1% | +70.8% | -70.7% | -5.1% |
| 3Y | +55.7% | +295.5% | -239.8% | +38.9% |
| 5Y | +47.6% | +103.3% | -55.7% | +36.3% |
| 10Y | +66.8% | +300.1% | -233.3% | +47.8% |
| All | +1,305.1% | +2,625.8% | -1,320.6% | +1,039.8% |
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