+293.6%
PLAB vs VT
+374.2%
-80.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +5.0% | +0.4% | +4.6% | +4.4% |
| 30D | -8.9% | +1.0% | -9.9% | -10.1% |
| 3M | -7.6% | +2.4% | -10.0% | -9.4% |
| 6M | -23.3% | +12.0% | -35.3% | -33.5% |
| YTD | -9.0% | +15.3% | -24.3% | -23.7% |
| 1Y | +31.1% | +22.6% | +8.5% | +2.1% |
| 3Y | +20.4% | +74.7% | -54.2% | -40.3% |
| 5Y | +100.2% | +66.1% | +34.1% | +10.5% |
| 10Y | +201.2% | +225.0% | -23.8% | -31.3% |
| All | +293.6% | +374.2% | -80.5% | -57.1% |
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