-51.7%
PLBL vs VT
+17.5%
-69.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | -3.0% |
| 7D | -3.7% | -4.2% | +0.5% | -1.6% |
| 30D | -11.3% | -5.8% | -5.5% | -8.6% |
| 3M | -15.9% | -5.2% | -10.7% | -13.6% |
| 6M | -25.8% | +0.1% | -25.9% | -24.1% |
| YTD | -52.7% | +8.2% | -61.0% | -50.9% |
| 1Y | -35.1% | +10.1% | -45.2% | -31.4% |
| All | -51.7% | +17.5% | -69.2% | -47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling