+94.0%
PLAB vs VT
+59.7%
+34.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -5.6% |
| 7D | -6.7% | -0.3% | -6.4% | -6.2% |
| 30D | -11.9% | -1.4% | -10.4% | -9.3% |
| 3M | -16.0% | -1.4% | -14.6% | -13.5% |
| 6M | -44.7% | +5.5% | -50.1% | -49.2% |
| YTD | -14.4% | +12.8% | -27.3% | -29.7% |
| 1Y | +21.0% | +15.4% | +5.6% | -3.7% |
| 3Y | +38.1% | +76.9% | -38.7% | -44.8% |
| All | +94.0% | +59.7% | +34.3% | -3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling