+60.2%
PPL price history and return analytics
+215.5%
-155.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +0.4% | -2.3% | +2.7% | +1.8% |
| 30D | +5.4% | -5.0% | +10.4% | +8.6% |
| 3M | +4.3% | -4.9% | +9.1% | +7.3% |
| 6M | -1.3% | -1.5% | +0.2% | -1.0% |
| YTD | +4.7% | +8.5% | -3.8% | -1.9% |
| 1Y | +1.3% | +11.4% | -10.1% | -6.9% |
| 3Y | +57.2% | +70.1% | -12.9% | +5.0% |
| 5Y | +48.2% | +53.7% | -5.5% | +5.7% |
| All | +60.2% | +215.5% | -155.3% | -34.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling