+72.6%
PPL vs VLTO
+54.8%
+17.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.6% |
| 7D | +0.4% | +5.4% | -5.0% | -0.6% |
| 30D | +5.4% | +22.3% | -16.9% | +1.4% |
| 3M | +4.3% | +19.6% | -15.3% | +0.6% |
| 6M | -1.3% | +35.2% | -36.5% | -7.1% |
| YTD | +4.7% | +17.9% | -13.2% | +1.0% |
| 1Y | +1.3% | +19.5% | -18.3% | -2.7% |
| 3Y | +57.2% | +73.9% | -16.7% | +43.7% |
| All | +72.6% | +54.8% | +17.8% | +60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling