+666.5%
PLBC vs VT
+224.5%
+442.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.3% | +0.4% | +1.8% | +2.0% |
| 30D | +3.2% | +1.0% | +2.2% | +2.6% |
| 3M | +18.2% | +2.4% | +15.8% | +16.4% |
| 6M | +24.9% | +12.0% | +12.9% | +17.0% |
| YTD | +44.1% | +15.3% | +28.8% | +32.9% |
| 1Y | +44.6% | +22.6% | +22.0% | +28.9% |
| 3Y | +96.7% | +74.7% | +22.0% | +45.5% |
| 5Y | +122.9% | +66.1% | +56.8% | +68.5% |
| All | +666.5% | +224.5% | +442.0% | +303.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling