+199.1%
PLAB vs VT
+224.5%
-25.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +5.0% | +0.4% | +4.6% | +4.3% |
| 30D | -8.9% | +1.0% | -9.9% | -10.2% |
| 3M | -7.6% | +2.4% | -10.0% | -9.7% |
| 6M | -23.3% | +12.0% | -35.3% | -34.3% |
| YTD | -9.0% | +15.3% | -24.3% | -24.9% |
| 1Y | +31.1% | +22.6% | +8.5% | +0.1% |
| 3Y | +20.4% | +74.7% | -54.2% | -42.5% |
| 5Y | +100.2% | +66.1% | +34.1% | +5.8% |
| All | +199.1% | +224.5% | -25.4% | -32.6% |
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