+36.8%
PPL vs VTRS
+40.2%
-3.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.4% |
| 7D | 0.0% | -3.5% | +3.5% | +0.5% |
| 30D | -1.3% | +2.1% | -3.4% | -1.6% |
| 3M | -2.6% | +2.6% | -5.2% | -3.0% |
| 6M | -8.4% | +17.8% | -26.2% | -10.6% |
| YTD | +0.2% | +35.7% | -35.5% | -4.5% |
| 1Y | -0.2% | +63.5% | -63.7% | -7.7% |
| 3Y | +52.9% | +85.1% | -32.2% | +35.6% |
| 5Y | +36.8% | +42.5% | -5.7% | +21.6% |
| All | +36.8% | +40.2% | -3.4% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 5y: compounded portfolio wealth divided by compounded VTRS 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…
5y analysis · Full analysis span regression · 6 months rolling