+93.0%
PLBC vs VT
+53.2%
+39.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | +0.2% |
| 7D | -1.1% | -4.2% | +3.0% | +1.0% |
| 30D | +2.0% | -5.8% | +7.8% | +5.0% |
| 3M | +2.6% | -5.2% | +7.9% | +5.4% |
| 6M | +23.9% | +0.1% | +23.7% | +23.2% |
| YTD | +43.4% | +8.2% | +35.1% | +36.5% |
| 1Y | +54.5% | +10.1% | +44.4% | +45.7% |
| 3Y | +98.3% | +69.7% | +28.7% | +52.1% |
| 5Y | +93.0% | +53.4% | +39.7% | +50.5% |
| All | +93.0% | +53.2% | +39.8% | +50.5% |
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