0.0%
PPL vs VTR
+20.9%
-20.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -1.2% | +3.2% | -4.4% | -2.1% |
| 30D | +4.2% | +9.1% | -4.8% | +1.5% |
| 3M | +1.5% | -3.6% | +5.1% | +2.6% |
| 6M | +1.0% | +3.8% | -2.7% | -1.4% |
| YTD | +4.4% | +17.8% | -13.4% | -2.9% |
| All | 0.0% | +20.9% | -20.9% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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