+53.4%
PPL vs VTEB
+17.5%
+35.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.1% |
| 7D | -2.6% | -1.2% | -1.3% | -1.1% |
| 30D | -3.0% | -2.9% | -0.2% | +0.5% |
| 3M | -3.9% | -3.2% | -0.7% | 0.0% |
| 6M | -8.9% | -2.6% | -6.2% | -5.8% |
| YTD | -0.8% | -1.8% | +1.0% | +1.5% |
| 1Y | -2.1% | +0.2% | -2.3% | -2.4% |
| 3Y | +51.4% | +8.2% | +43.2% | +37.5% |
| 5Y | +36.3% | +0.8% | +35.4% | +34.5% |
| All | +53.4% | +17.5% | +35.9% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling