+169.6%
PLAB vs VT
+215.5%
-46.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +6.9% |
| 7D | -0.8% | -2.3% | +1.5% | +3.0% |
| 30D | -9.1% | -5.0% | -4.2% | -1.1% |
| 3M | -14.2% | -4.9% | -9.4% | -6.7% |
| 6M | -47.5% | -1.5% | -45.9% | -45.1% |
| YTD | -14.5% | +8.5% | -23.0% | -22.0% |
| 1Y | +20.6% | +11.4% | +9.3% | +6.6% |
| 3Y | +38.0% | +70.1% | -32.0% | -31.0% |
| 5Y | +93.9% | +53.7% | +40.2% | +15.6% |
| All | +169.6% | +215.5% | -46.0% | -49.4% |
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