-1.4%
PPL vs VO
+13.5%
-14.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -2.2% | +2.9% | -5.1% | -2.7% |
| 30D | +1.7% | +1.0% | +0.7% | +1.4% |
| 3M | +0.1% | -1.7% | +1.8% | +0.4% |
| 6M | -1.5% | +6.7% | -8.2% | -2.6% |
| YTD | +3.0% | +14.0% | -11.0% | +0.4% |
| 1Y | -1.4% | +13.7% | -15.1% | -4.1% |
| All | -1.4% | +13.5% | -14.9% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling