-51.1%
PVL price history and return analytics
+401.6%
-452.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.5% | +0.4% | +1.0% | +1.2% |
| 30D | +8.6% | +1.0% | +7.6% | +7.9% |
| 3M | +1.2% | +2.4% | -1.1% | -0.5% |
| 6M | +16.7% | +12.0% | +4.7% | +8.1% |
| YTD | +8.9% | +15.3% | -6.5% | -1.3% |
| 1Y | +2.8% | +22.6% | -19.8% | -10.4% |
| 3Y | -9.8% | +74.7% | -84.4% | -38.0% |
| 5Y | +68.3% | +66.1% | +2.1% | +18.3% |
| 10Y | +104.3% | +225.0% | -120.7% | -2.6% |
| All | -51.1% | +401.6% | -452.6% | -82.5% |
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