+58.1%
PPL vs VLTO
+68.7%
-10.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +1.0% | +12.0% | -11.0% | -1.3% |
| 30D | +6.8% | +20.8% | -14.0% | +2.8% |
| 3M | +3.9% | +20.1% | -16.3% | 0.0% |
| 6M | -2.0% | +32.6% | -34.7% | -7.6% |
| YTD | +5.3% | +17.3% | -12.0% | +1.6% |
| 1Y | +2.2% | +17.3% | -15.1% | -1.5% |
| All | +58.1% | +68.7% | -10.6% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling