+103.7%
PVLA vs VT
+13.3%
+90.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +15.1% | -1.6% | +16.7% | +18.3% |
| 30D | +15.4% | -2.5% | +17.9% | +20.7% |
| 3M | +8.6% | -1.3% | +9.9% | +11.5% |
| 6M | +20.6% | +3.1% | +17.5% | +15.0% |
| YTD | +46.1% | +10.9% | +35.2% | +23.7% |
| All | +103.7% | +13.3% | +90.5% | +64.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling