+244.6%
PLAB vs VT
+345.0%
-100.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.1% | -2.8% | -0.9% |
| 7D | -12.4% | -4.2% | -8.3% | -6.7% |
| 30D | -17.3% | -5.8% | -11.5% | -9.4% |
| 3M | -20.2% | -5.2% | -15.0% | -13.3% |
| 6M | -50.0% | +0.1% | -50.1% | -49.2% |
| YTD | -20.3% | +8.2% | -28.5% | -26.5% |
| 1Y | +9.6% | +10.1% | -0.5% | -0.5% |
| 3Y | +28.7% | +69.7% | -41.0% | -33.3% |
| 5Y | +80.7% | +53.4% | +27.3% | +12.4% |
| 10Y | +157.6% | +219.2% | -61.6% | -39.3% |
| All | +244.6% | +345.0% | -100.4% | -58.7% |
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