+24.0%
PLAB vs VT
+75.0%
-51.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +5.0% | +0.4% | +4.6% | +4.0% |
| 30D | -8.9% | +1.0% | -9.9% | -10.8% |
| 3M | -7.6% | +2.4% | -10.0% | -11.0% |
| 6M | -23.3% | +12.0% | -35.3% | -39.3% |
| YTD | -9.0% | +15.3% | -24.3% | -31.8% |
| 1Y | +31.1% | +22.6% | +8.5% | -11.8% |
| All | +24.0% | +75.0% | -51.0% | -60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling