+54.4%
VXUS vs PPL
+39.5%
+14.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | +2.7% | -1.6% | +0.3% |
| 30D | +2.2% | +0.5% | +1.7% | +2.0% |
| 3M | +3.0% | +0.7% | +2.3% | +2.5% |
| 6M | +10.7% | -7.6% | +18.3% | +12.9% |
| YTD | +17.8% | +1.8% | +16.0% | +16.5% |
| 1Y | +27.6% | -0.8% | +28.3% | +27.0% |
| 3Y | +73.3% | +56.9% | +16.4% | +44.7% |
| All | +54.4% | +39.5% | +14.9% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling