+1.5%
PPL vs VO
+14.5%
-12.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +1.8% | +0.6% | +1.1% | +1.6% |
| 30D | -1.1% | -1.1% | 0.0% | -0.8% |
| 3M | 0.0% | +4.5% | -4.5% | -0.7% |
| 6M | -7.6% | +11.1% | -18.6% | -9.6% |
| YTD | +1.7% | +13.5% | -11.8% | -1.1% |
| 1Y | +1.5% | +14.5% | -13.0% | -2.2% |
| All | +1.5% | +14.5% | -12.9% | -2.2% |
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