-30.7%
PVLA price history and return analytics
+231.2%
-261.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.1% |
| 7D | -13.3% | +2.4% | -15.7% | -15.9% |
| 30D | +24.4% | -1.5% | +25.9% | +26.9% |
| 3M | -2.6% | -4.1% | +1.5% | +2.7% |
| 6M | +26.5% | +0.6% | +25.9% | +26.2% |
| YTD | +45.7% | +11.0% | +34.6% | +29.5% |
| 1Y | +89.4% | +13.3% | +76.1% | +64.6% |
| 3Y | +694.2% | +73.4% | +620.8% | +295.7% |
| 5Y | -51.7% | +57.4% | -109.2% | -72.3% |
| 10Y | +26.1% | +221.7% | -195.6% | -65.0% |
| All | -30.7% | +231.2% | -261.9% | -81.7% |
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