-76.6%
PLAG vs VT
+10.5%
-87.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.7% |
| 7D | +8.8% | -2.3% | +11.1% | +8.8% |
| 30D | -49.3% | -5.0% | -44.4% | -49.8% |
| 3M | -37.3% | -4.9% | -32.4% | -37.4% |
| 6M | -82.2% | -1.5% | -80.7% | -82.2% |
| YTD | -83.1% | +8.5% | -91.6% | -81.8% |
| 1Y | -76.6% | +11.4% | -88.0% | -71.1% |
| All | -76.6% | +10.5% | -87.1% | -71.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling