+1,279.1%
PPLI vs VT
+374.2%
+904.9%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | -11.6% | +1.0% | -12.6% | -12.4% |
| 3M | -10.5% | +2.4% | -12.9% | -12.3% |
| 6M | +2.1% | +12.0% | -9.9% | -7.4% |
| YTD | -0.3% | +15.3% | -15.6% | -11.7% |
| 1Y | +6.0% | +22.6% | -16.6% | -10.8% |
| 3Y | -14.8% | +74.7% | -89.4% | -45.5% |
| 5Y | -64.0% | +66.1% | -130.2% | -75.5% |
| 10Y | +269.8% | +225.0% | +44.8% | +65.8% |
| All | +1,279.1% | +374.2% | +904.9% | +453.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling