+1,388.4%
PPLI price history and return analytics
+346.0%
+1,042.4%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.4% |
| 7D | +18.1% | -2.3% | +20.5% | +20.5% |
| 30D | +3.7% | -5.0% | +8.6% | +8.1% |
| 3M | -2.0% | -4.9% | +2.9% | +2.2% |
| 6M | -0.4% | -1.5% | +1.1% | +0.8% |
| YTD | +7.6% | +8.5% | -0.9% | +0.3% |
| 1Y | +27.0% | +11.4% | +15.6% | +15.8% |
| 3Y | +15.8% | +70.1% | -54.3% | -24.3% |
| 5Y | -64.7% | +53.7% | -118.4% | -74.4% |
| 10Y | +265.8% | +220.0% | +45.9% | +68.1% |
| All | +1,388.4% | +346.0% | +1,042.4% | +528.3% |
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