+51.8%
VG vs PPL
+1.0%
+50.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | 0.0% | -7.7% | -7.7% |
| 7D | -16.4% | +1.8% | -18.2% | -15.9% |
| 30D | -10.8% | +8.4% | -19.2% | -8.4% |
| 3M | -6.3% | +2.4% | -8.7% | -5.4% |
| 6M | -12.5% | -4.0% | -8.6% | -12.0% |
| YTD | +76.9% | +4.5% | +72.5% | +58.2% |
| 1Y | +51.8% | +1.7% | +50.1% | +42.7% |
| All | +51.8% | +1.0% | +50.8% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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