+55.3%
PPL vs VNQ
+31.8%
+23.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | +1.8% | -0.4% | +2.2% | +2.0% |
| 30D | -1.1% | -2.5% | +1.5% | +0.4% |
| 3M | 0.0% | +1.4% | -1.3% | -0.7% |
| 6M | -7.6% | +4.6% | -12.1% | -9.9% |
| YTD | +1.7% | +10.5% | -8.8% | -3.9% |
| 1Y | +1.5% | +8.4% | -6.9% | -3.1% |
| 3Y | +55.3% | +32.4% | +22.8% | +31.5% |
| All | +55.3% | +31.8% | +23.4% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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